THE CONCIERGE
EXPERIENCE
Through our collaborative team approach, we are uniquely positioned to accomplish identified goals and help each client reach financial freedom.
We prioritize unparalleled transparency and are dedicated to communicating in a clear manner, which means providing our clients proactive education and insight into why we make decisions through regular contact.
We are rethinking what collaboration should look like
our services
Financial Planning
• Retirement projection models
• Monte Carlo simulations
• Consistent progress monitoring
• E Money login
Brokerage Services
• Personal Investment Accounts
• Corporate Investment Accounts
• Trust Accounts
Retirement Services
• IRAs
• Roth IRAs
• SEP IRAs
• Simple IRAs
• 401k
Investment Solutions
• Portfolio Management
• Defined Benefit & Contribution
• Alternative Investments
• College Funding
Family & Lifestyle
• Finance Oversight
• Family Governance & Education
• Personal Banking
• Travel Planning
Professional Accounting Collaboration
• Capital Gains Tax Planning
• Charitable Giving/Tax Planning
• Cash Flow Monitoring & Reporting
Trusts/Wills Collaboration
• Beneficiary Designation
• RMD Planning
• Ilit Planning
Risk Management
• P&C Liability Overview
• Legal Structuring & Entity Formation
• Health Care Evaluation
• Long-Term Care
Business Consulting & Planning
• Cash Management
• Succession Planning
• Key man
Life Insurance Policies
Other
• Investment Property Considerations
• Credit Score Improvement
• Divorce & Transition Planning
Estate & Transfer Planning
• Estate Overview
• Tax Minimization
• Charitable Gifting
• Beneficiary Designations
• Term Insurance
• Permanent Insurance
• Advance Insurance Concepts
at the capital concierge
we use an integrated and personal approach to to seek a future of financial freedom.
