Spring Educational Bootcamp 2026

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Personalized Financial Planning

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You have spent years preparing for retirement. Let our team of experts help you cross the finish line and enjoy retirement like it’s meant to be, stress free!

Case Study

Robert

AGE

63 years old

Career Field

Registered Nurse

Employer

Works full time for a local hospital as a caregiver

Annual
Income

$50k-$100k

Assets

401(k), company sponsored pension with monthly or lump sum options

FAMILY OF

Widower who remarried at age 60. He has 3 children who are grown and independent.

Primary Goals

Wants to retire at age 65, make the correct pension decision, and live comfortably through retirement.

Make It Simple.
Make It Obtainable.

At Capita, we understand the complex decisions that surround retirement planning. You deal with enough stress in your life, let us remove the stress that comes from retirement planning

A Network of Services

Meet The Team

The Financial Call

Mike Littledike

Founder and CEO

Cassie Myers

COO and Managing Partner

Zacc Call

President and Managing Partner

Tyler Williamson

Partner & Wealth Advisor

Bart Wagstaff

Partner & Wealth Advisor

Kelsey Dent

Partner & Director of Operations & Client Services

Kaitlin Collins

Partner & Director of Marketing

Jayson McGinnis

Partner & Wealth Advisor

Rinar Erickson

Partner & Wealth Advisor

The Financial Call

Mike Littledike

Founder and CEO

Cassie Myers

COO and Managing Partner

Zacc Call

President and Managing Partner

Tyler Williamson

Partner & Wealth Advisor

Bart Wagstaff

Partner & Wealth Advisor

Kelsey Dent

Partner & Director of Operations & Client Services

Kaitlin Collins

Partner & Director of Marketing

Jayson McGinnis

Partner & Wealth Advisor

Rinar Erickson

Partner & Wealth Advisor

Answer a few simple questions

The first consultation will provide many necccessary 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 needs in the first consultation we will be able to place you with your perfect advisor. Your advisor is selected based on life status, advisor preferences, investment goals and the specializations that will help you the most!

A structured path

A perfected gameplan for financial success

Financial advisors will often tailor your investing plan to suit your needs, taking into account your goals, objectives, time horizon and risk tolerance. Each financial advisor has specific investing philosophy's that will align with your first consultation, the results for this pairing will be an investment plan that he or she can help implement!

A constant guide

Our advisors are always available

As the structured path guides you through your financial journey, our advisors will always be accessible to your needs. Change is inevitable and our team reacts fast!

Financial Success

A 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!

Ready To Take The Next Step?

Call or email our office to schedule a no cost consultation with one of our experts.

Come prepared with details on your social security benefits, pension projections& investments.

Leave with the clarity and knowledge needed to retire with confidence.

Rules for Survivor Benefits

Couple must have been married at least 9 months at date of death (except in case of accident).

Survivor must be at least 60 for reduced benefit (50 if disabled), or FRA for full benefit.

Survivor benefit not available if widow(er) remarries before age 60 (or 50 for disabled survivor), unless that marriage ends.

Divorced-spouse survivor benefit available if the marriage lasted at least 10 years.

You Have Questions, We Have Answers

FAQ

Enter Your Email

Download Our Social Security PDF Today

Drop Us a Line

Call Us Today (801) 566-5058

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

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© 2021 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.
‍
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.
‍
© 2021 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.

Spring Educational Bootcamp 2026

Personalized Financial Planning

Thanks for Joining our Presentation

Let's Chat!

We Would Love To Speak With You.

Thanks for joining!

Case Study

Robert

Make It Simple.Make It Obtainable.

A Network of Services

Meet The Team

The Financial Call

Mike Littledike

Cassie Myers

Zacc Call

Tyler Williamson

Bart Wagstaff

Kelsey Dent

Kaitlin Collins

Jayson McGinnis

Rinar Erickson

The Financial Call

Mike Littledike

Cassie Myers

Zacc Call

Tyler Williamson

Bart Wagstaff

Kelsey Dent

Kaitlin Collins

Jayson McGinnis

Rinar Erickson

Answer a few simple questions

The first consultation will provide many necccessary answers.

Meeting your advisor

A personalized experience.

A structured path

A perfected gameplan for financial success

A constant guide

Our advisors are always available

Financial Success

A constant improvement

Ready To Take The Next Step?

Rules for Survivor Benefits

You Have Questions, We Have Answers

FAQ

What are the retirement benefits of Social Security?

Will Social Security be there for me?

How much can I expect to receive?

When should I apply for Social Security?

What spousal planning techniques apply to me?

How can I maximize my benefits through sequencing my retirement income?

Enter Your Email

Download Our Social Security PDF Today

Drop Us a Line

Call Us Today (801) 566-5058

Make It Simple.
Make It Obtainable.