Personal Retirement 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?
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.
