Capital takes a holistic approach to financial planning, which is why we believe your financial blueprint should encompass both investment strategy and tax planning. Our accounting and tax division, Capital Accounting & Tax, LLC (a subsidiary of Capital Investment Advisors, LLC) (CAT), is conveniently located in the same building in Atlanta, GA., providing a full-service retirement planning operation. By utilizing the services of CIA and CAT, we can help bridge your investment strategy and tax planning, to help funnel two important pieces into one seamless experience.
CAT’s services and fees are separate and independent from CIA’s advisory services and fees.
