With Capital Investment Advisors, you have a partner to tackle your financial needs. Advising you on all facets of your financial life is part of our job.  Whether you are a small business owner preparing the exit of your business, or you are a 20 year veteran of your company with a 401K that you would like help managing after retirement to provide you an income, or you’re a 40 year old family member trying to plan your children’s college education, WE ARE THERE FOR YOU.  We provide our clients advice and information for all stages of life to best prepare them for their ultimate GOALS AND OBJECTIVES , whatever they might be.

We offer advice on all of the following:

• Growth portfolio management
• Income portfolio management
• Small company retirement programs (401K)
• Small business advice
• Tax advisory and filing services
• Education planning
• Estate planning advice
• Insurance planning
• Free Classes for your company/church/school on investing and retirement planning

For more information about what Capital can do for you, and to learn about our (SWAN) technique, check out our new brochure here.