PROFESSIONALS
You've found a profession that keeps you busy and focused on other priorities. CapWealth knows the importance of your time and can address all your financial needs and goals.
OUR CLIENT’S STORY
WE LISTEN
A couple sought an advisor to navigate their complex employer options and knew it was time to make moves with their financial future before reaching the height of their careers. They previously worked with a broker and wanted to take a holistic approach to investing.
They had several needs they wanted to address – how to navigate saving for their children's futures, when and how to retire comfortably, and maximizing their employer stock options.
CapWealth built a plan to solve their goals and took one item off their busy schedules.
SOUND LIKE YOU?
AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:
WE THINK
Helped define short and long term goals for the couple.
Managed the moving pieces to create an entire financial picture.
Hosted a money camp session for their children.
Provided guidance on estate and insurance planning.
WE SOLVE
Working together, we created a plan that fits the couple’s needs and life goals. Helping them develop a plan that they can actually stick to is important to us.
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