Your financial teams should work together.

Capital’s Family of Services for Happy Retirees

There’s no “I” in team, and whether it’s investments, estate planning, taxes, or your healthcare, when it comes to your finances, it pays to have these different financial teams working together. At Capital Investment Advisors, we’ve sourced partners in areas where we’ve found clients could use additional support. These teams have been vetted to be trusted partners who provide excellent service in their respective fields. At Capital, we work with these partners on a deeper level to provide an elevated level of service for our clients’ full financial picture.

Read below to learn how our advisors at Capital work with these
complimenting firms to better serve your financial needs.

Tax

Are your investments and withdrawals being managed in a tax advantaged way? Here are a few of the ways that your financial advisor and CPA can work together to avoid unnecessary taxes.

Communication on large capital gains/losses
Coordinated tax withholding on withdrawals
Tax return reviews and opportunity analysis including both IRA conversions and state tax credits
Joint meetings with your CPA and advisor

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Law

Organizing your legal affairs helps to avoid confusion, unnecessary additional costs, and ensure that your expectations are met as you age. Your investment advisors and legal team can work together to ensure that all your i’s are dotted and t’s crossed when it comes to estate planning.

Fully integrated estate plan
Updated account registrations and beneficiary information when legal documents are executed or require changes
When needed, integration of Power-of-Attorney on accounts

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Health Care

Health care is often an intimidating aspect when transitioning into retirement. Our team partners with health care consultants who can help guide you when researching health insurance policies to fit your needs.

Policy reviews
Unbiased reviews of private pay and Healthcare.gov health care options
Medicare planning

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Trust Services

If you’re interested in leaving your legacy in a Trust and need additional outside help with maintaining it, our team can help you with finding the appropriate partners. Financial advisors typically cannot be a trustee, which is why we’ve developed relationships with these reliable outside groups.

Outsourced administration/trusteeship over certain Trust relationship
Proactive communication between Trust Officer, Advisor, and Trust Beneficiary
Minimum quarterly check-in’s with Advisor to ensure efficiency of management

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These firms believe in offering access and availability with strategic partner firms. Please note, each firm is under a separate agreement and fee schedule for clients. There is no obligation to engage the services of any or all strategic partner firms. Not all strategic partner firms, and their services, will be suitable for everyone.

Your financial teams should work together.

Capital’s Family of Services for Happy Retirees

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How Can We Help?

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