At Capital Financial Solutions, LLC., our focus is on working with successful professionals, executives, and business owners. Though we don’t work exclusively with clients with a requisite minimum of investable assets, we’ve found that our partnership and services work most effectively with those who have a minimum of $100,000 in investable assets. Most important, our clients turn to us for help in establishing, reaching, and maintaining their long-term financial goals, and they exude the following qualities:
Our Ideal Client’s concerns and needs:
Pre-ideal clients’ needs and concerns:
How our business is positioned to meet their needs:
Having implemented a well-defined, comprehensive and client centered advice process, we are in a position to significantly grow the number of ideal and pre-ideal clients that we are able to serve consistently and thereby encourage more referrals.