Business Owners

Ensuring your Family is as Successful as your Business

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A Network of Services

Bring your Personal Finances up from the Back Seat

As you pour your heart and soul into your business, it can feel impossible to dedicate enough time to important topics like tax planning, wealth diversification, and business contingency planning. Let Capita be your guide. We will provide strategies as one business owner to another. Capita will keep you on track and ensure you have the resources required for your personal finances to be as successful as your business.

How it works

1
Understanding Your Business

First, we discuss your business cash flow, employee structure, tax status, and the phase of your business (startup, growth, mature, phase-out).

2
Explore Solutions

Second, with your long-term goal in mind, we explore actions you could take to improve taxes, employee incentives, personal retirement planning, and more.

3
Executing the Strategy

Third, Capita guides you through executing your strategy. The Capita Financial Network is at your disposal for additional technical expertise.

Answer a few simple questions

The first consultation will provide many necessary answers
Tell us a bit about yourself, including your financial situation and goals.

Meeting your advisor

A personalized experience

Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!

A structured path

A perfected game plan for financial success

Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.

A constant guide

Our advisors are always available

As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.

Financial success

Constant improvement

Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!

What Makes Us Different

Business owners advising business owners on wealth creation.

Do not wake up 10 years from now with regrets of not taking a few simple steps every business owner needs. Proper wealth planning for business owners makes for a healthier business.
  • We Plan Together
  • We Understand Taxes
  • We Facilitate Action
  • We Support You
  • We Have The Network
  • We Maximize Your Time
Get Started

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The Next Node In Your Network

Social Security

Securing today and tomorrow starts with being informed. Our team can get you on the right path to understanding social security.

A Financial Network Built Around YOU

All of our tools and services are available to you! We serve a wide range of financial levels and our obligation is always to your financial success.

Explore Our Network.

We'd love to know how we can help you reach your financial goals. Reach out to us today!