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Capitol Financial Consultants Inc

Fee-Based Comprehensive Financial Planning

Capitol Financial Consultants Inc

Capitol Financial Consultants is a growing fee-based independent Registered Investment Advisor firm that has proudly provided in-depth comprehensive financial planning solutions with a high level of personal service since 1988. Our comprehensive and holistic approach considers and integrates all areas of a person or family’s financial condition, enabling one to fully comprehend the total effect of making one decision over another. Since each person we work with has unique values, goals, and financial objectives, we take pride in providing individual, personalized services to meet each person’s specific needs. It is not surprising that an overwhelming percentage of our new clients come from referrals by satisfied clients.

 

We don’t just manage money; we do more, much more. We don’t work for you, we work with you. Our goal is to build a lasting long term partnership forged on trust and confidence. The people we work with are smart, successful people looking for a partner. By partnering with you, we will know as much about you as you do. Not unlike a company CEO seeking counsel from the CFO on all financial matters, we work together on all your financial questions, whether it be tax preparation, purchase decisions, or others. We are in a natural position to do so since we know your full financial situation and have all your financial records. And just like in business, it is not uncommon for us as the CFO to bring ideas to you as the CEO as well.

 

Our holistic comprehensive planning approach addresses all areas of your financial plan which combine to help you achieve the ultimate goal of Financial Independence. Such areas which are included in your financial plan are Risk Management, Cash Flow Analysis and Planning, Debt Management, Tax Planning, Investment Planning, Education Planning, Business Planning, Retirement Planning, and Estate Planning.

 

Capitol Financial Consultants is located in McLean, VA in the heart of Tysons Corner, serving those in the surrounding Washington DC Metro Area as well as around the country.



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Information updated on 2015-07-22 16:54:53