Is strictly a fee-only investment advisory and financial planning firm registered with the Securities and Exchange Commission with clients throughout the country. Financial advisors affiliated with Capital Financial Services, LLC focuses on middle/high income clients managing investments, trusts and estates, comprehensive financial planning and income tax preparation services.
Capital Financial Services, LLC
Services are tailored to the unique needs of their clients. To understand your unique needs, Capital Financial Services, LLC offers and initial no-obligation, introductory meeting for a fee of $75.00 with no time limit. The introductory meeting will typically have two CFP’s (one of which holds an EA designation) to meet your concerns. An Enrolled Agent is an individual who has been given the privilege of practicing before the IRS, which includes preparing and filing documents, communicating with the IRS, and representing taxpayers in matters involving the IRS. Financial Planning services have an hourly rate of $120.