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Capita is a group of financial planning experts who work together to help you create a customized retirement plan that is comprehensive, coherent, and tailored to your needs.
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“Capita Financial Network took the time to look at every aspect of my financial situation and gave me multiple paths to reach my goals. Their process was simple and easy!”
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All of our tools and services are available to you! We serve a wide range of financial planning needs tailored to your personal values and goals.
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Capita’s large network is available to you. We have a team here to help you from Financial Advisors, CPA’s, Estate Attorneys, Medicare providers & Social Security experts. We'd love to know how we can help you accomplish your financial goals. Reach out to us today!
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FINANCIAL GUIDANCE PODCAST

THE FINANCIAL CALL

There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance