Personal Retirement Planning

Our diverse offering of services delivers a forward-looking perspective to our clients’ financial lives, providing clarity as well as a sound basis for investment, estate, retirement, and business succession, as well as tax planning.

We integrate all the pieces of a client’s financial affairs through CFM Horizon™, our easy-to-understand proprietary financial model. This serves as a road map and helps answer the most important questions:

Can I reach my long-term financial goals and objectives?
When can I retire?
Will I be financially secure?
What are the income tax consequences?
When should I take distributions from my qualified plan?
How should my investments be allocated?
How much risk should I be taking?

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Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents, nor does it sell insurance products.

If the client engages us to do so, Capital Advisors, Ltd., LLC can provide tax preparation services as discussed in Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

If the client desires, one of Capital Advisors, Ltd., LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.