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An Educational Resource

The Financial Call

Meet Zacc Call and harness a learning experience like no other! Focusing on providing you with financial help you'll need to know how to successfully navigate through life's many stages. From your first savings account, all the way to retirement.
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What Makes Us Different

More About The
Financial Planning Process

Investing

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Tax Planning

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Estate Planning

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Exit Planning

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Insurance

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Cash Flow & Debt

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Social Security

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Real Estate Investing

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Master Retirement

Ask Terri!

Terri, an experienced mental health clinician, is here to help you navigate the emotional side of retirement. Having a combination of financial aid and wellness expertise available will be invaluable in helping you thrive throughout your retirement years!
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Disclosures
© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.