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
- Nitrogen Risk Analysis
- Consistent progress monitoring
- E Money login
Investment Solutions
- Portfolio Management
- Defined Benefit & Contribution
- Alternative Investments
- College Funding
- Investment Property Considerations
Trusts/Wills Collaboration
- Beneficiary Designation
- RMD Planning
- Irrevocable Life Insurance Trust Planning
Life Insurance Policies
- Term Insurance
- Permanent Insurance
- Advance Insurance Concepts
Brokerage Services
- Personal Investment Accounts
- Corporate Investment Accounts
- Trust Accounts
Family & Lifestyle
- Finance Oversight
- Family Governance & Education
- Personal Banking
- Travel Planning
- Divorce & Transition Planning
- Medicare Consulting
Risk Management
- P&C Liability Overview
- Legal Structuring & Entity Formation
- Health Care Evaluation
- Long-Term Care
Estate & Transfer Planning
- Estate Overview
- Tax Minimization
- Charitable Gifting
- Beneficiary Designations
Retirement Services
- IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- 401K
Professional Accounting Collaboration
Concierge Services & Additional Services
- Tax Saving Opportunities
- Estate Planning
- Professional Accounting Collaboration
- Recession and Inflation Survival Strategies
Business Consult & Planning
- Cash Management
- Succession Planning
- Key man
- Capital Gains Tax Planning
- Charitable Giving/Tax Planning
- Cash Flow Monitoring & Reporting
at the capital concierge
we use an integrated and personal approach to to seek a future of financial freedom.
