Financial Planning

We strongly believe financial planning is an on-going "process" not a "project." Our comprehensive approach includes:

  • Identifying and establishing financial goals
  • Analyzing and consolidating data
  • Integrating financial affairs, uncovering problems, and planning opportunities
  • Developing, implementing, and managing wealth solutions

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Capital Advisors, Ltd., LLC (“Capital Advisors”) does not serve as an attorney, accountant, or insurance agent. Capital Advisors does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Capital Advisors’ representatives, in their separate individual capacities, can be engaged to be provide insurance sales/services as described on Capital Advisors’ written disclosure Brochure (a copy of which is linked to this web site), per the terms and conditions of a separate engagement and fee.