Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Capitol Wealth Strategies, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing the Future Generation
Discover why we need to plan the future for future generations today.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Donation is on people’s minds around tax season.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Tips on insuring your teen driver.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests.
How federal estate taxes work, plus estate management documents and tactics.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a quick guide to checking to see if you have unclaimed money.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.