By understanding your overall personal and financial situation, we will be able to identify your estate needs.
Through Capita’s network of financial professionals, we have access to highly qualified estate planning attorneys and will be able to refer you to one that fits your personal needs.
After completing your estate plan, we will work with your estate planning attorney to ensure that we have access to your plan in the event of an untimely passing.
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!
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.
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.
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!