Broker Check

Our Services

Financial Services and Planning Solutions- Serving NC families and family businesses for over 45 years -

WE FOCUS on providing financial guidance, estate & business succession planning and retirement income solutions. Our holistic planning approach is tailored to the needs of family businesses/professional partnerships, and individual families alike.

WE BELIEVE the key to successful financial planning is based on first obtaining a deep understanding of our clients' needs and goals, and then properly coordinating planning strategies with appropriate and creative solutions.

WE STRIVE to achieve a long-term relationship with our clients built on trust and understanding. We perceive financial planning as an ongoing, dynamic, and multi-generational process.

Financial Planning

Employer Sponsored Retirement Plans

401k Plans

Profit Sharing Plans

Single-Participant Retirement Plans

Executive Bonus Plans

Deferred Compensation Plans

Comprehensive Financial Plans

Retirement Income Planning

Educational Savings Planning

Charitable Giving Planning

Estate Planning

Business Continuity & Buy/Sell Planning

Investments

Stocks

Bonds

Mutual Funds

Exchange Traded Funds

Annuities

Roth IRAs

IRAs

529 Plans

Brokerage Accounts




Insurance

Term Life Insurance

Universal Life Insurance

Whole Life Insurance

Indexed Life Insurance

Variable Life Insurance

Individual Disability Insurance

Long-Term Care Insurance

Hybrid Life/Long-Term Care Insurance

Capitol Financial Solutions<br data-mce-bogus="1">Firm Brochure<br data-mce-bogus="1">

Capitol Financial Solutions
Firm Brochure

We create strategies that are tailored to your needs and goals.

Read
Royal Alliance Brochure<br/>

Royal Alliance Brochure

Years of experience have prepared us to guide you through your life transitions.

Read

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
Learn More

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.


Contact Us

Thank you!
Oops!