Our Services

A Tailored Experience

Our network is at your disposal. Let's find out your needs and provide solutions!

The Capita Way

Answer a few simple questions

The first consultation will provide many necessary answers

Tell us a bit about yourself,including your financial situation and goals.

Meeting your advisor

A personalized experience

Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!

A structured path

A tailored gameplan for financial success

Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.

A constant guide

Our advisors are always available

As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.

Financial Success

Constant improvement

Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!

A Financial Network Built Around YOU

All of our tools and services are available to you! We serve a wide range of financial levels and our obligation is always to your financial success.

Estate Planning

Business Owners

Income Planning

Social Security

What Makes Us Different

More About The
Financial Planning Process

Investing

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Tax Planning

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Estate Planning

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Exit Planning

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Insurance

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Cash Flow & Debt

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Social Security

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Charity Giving

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Business Owners

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Education Center

A roadmap to financial success, our education center puts you on the right path. Filter through our outlined subjects and find the content you are looking for with ease.

Get Started

The network you need. Reach out and have our team align your goals with a proven strategy!

Join Our Network.

We'd love to know how we can help you reach your financial goals. Reach out to us today!

© 2024 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2024 All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.