Our Services
Wealth strategies made simple.
Choosing the right path can be difficult. Let our team help ensure your confidence.
Wealth Management
Today’s sophisticated and rapidly changing financial world mandates professionally designed investments. Providing appropriately diversified and non-correlated tax efficient investment programs is a responsibility we take very seriously.
Insurance Planning
With a myriad of choices available, it is crucial to design an insurance strategy that will seek to not only provide an appropriate level of protection, but one that will also be cost effective, tax efficient and structured properly to help avoid potential income and estate taxes.
Pension Planning
Employers and their employees can no longer rely solely on the Federal Government to secure their future retirement. Budget deficits and economic instability are eroding public pensions and your future may have more financial obstacles than your past.
Asset Protection Planning
In today's litigious society, with over 70,000 lawsuits a day, it has become increasingly important to protect one's assets. Asset Protection Planning consists of seeking to insulate assets from liabilities to the greatest extent allowable by law. Techniques exist that may reduce a debtor's profile and amenability to lawsuits by creating layers of insulation between them and potential creditors.
Estate Planning
Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An Estate Plan should aim to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. Suffice it to say that for the vast majority of people, avoiding probate is a very good reason for creating an estate plan and can be easily achieved.
Please consult legal or tax professionals for specific information regarding your individual situation.
“All clients have obstacles and objectives specific to their own industries and situations, yet they all share the common goal of financial freedom and stability. Capital Conclusions Corporation has gathered experts in various disciplines to help clients pursue their ultimate aspirations.” — Harvey Stein, President
About Our Firm
Capital Conclusions is an independent, full service financial planning organization which was established to assist our clients in obtaining financial security. Our core competency is the ability to provide compassion, knowledge and transparency in selecting and implementing prudent investment strategies to help grow, maintain and protect our clients’ wealth. In doing so, we employ a proprietary, scientific and behavioral approach to financial planning giving us a unique vantage point from which to guide our clients.
Retire confidently and remain confidently retired. Let us show you how to get started!
Your pursuit of success will be built upon the following principles
Compassion
- Facilitate a client-centric approach
- Mindful listening in supporting your passions
- Desire to understand your vulnerabilities to better serve your emotional needs
Customization
- Proprietary design and engineered approach to financial planning
- Objective and transparent in recommendations aligned with your interests
- Holistic view of your entire financial compass
Communication
- Accessibility is our number one priority
- On-going communication and feedback
- Concierge level of service