Services and Investments We Provide

We are independent Investment Advisors providing many financial planning services.  As independent advisors we have the freedom to offer a large variety of investments.  We are very confident in our ability to generate sustainable, lifetime retirement income for our clients.  We do this with a an array of traditional and alternative investments which are listed below. These alternative investments are designed to be non-correlating investments to the markets and help to reduce volatility in our clients porfolios. Even though some of our clients have worked with other advisors for many years, they rely on us as the provider of their alternative investments.  We also advise small businesses on company retirement plans that are affordable and help create employee loyalty.  Finally, we offer several types of insurance to protect our client's assets. Capital Advisory Services, LLC also has a tax preparation service with a full-time tax preparer on staff and CPA on staff.  Our specific services and investments include:  

 

SERVICES:
  • Retirement Income Planning
  • Asset Management
  • Comprehensive College Planning
  • Long-Term Retirement Asset Planning
  • Insurance Planning
  • Retirement Plan Rollovers
  • Financial Planning
  • Tax Planning
  • Estate Conservation

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TRADITIONAL INVESTMENTS:
  • Individual Stocks
  • Mutual Funds (no-load and loaded)
  • Variable Annuities (with Living and Death Benefits)
  • Fixed Annuities (equity indexed annuities)
  • Bonds
  • CD's
  • Unit Investment Trusts

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ALTERNATIVE INVESTMENTS:
  • Non-Traded Real Estate Investment Trusts
  • Non-Traded Business Development Companies
  • Gas & Oil Programs
  • Leasing Programs
  • Tenant-in-Common 1031 Exchanges

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INDIVIDUAL RETIREMENT ACCOUNTS:
  • Traditional IRA
  • ROTH IRA

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SMALL BUSINESS/NON-PROFIT RETIREMENT PLANS:
  • Simplified Employee Pension Plan (SEP)
  • SIMPLE IRA
  • 401K (Traditonal and ROTH)
  • Profit Sharing
  • 403b Retirement Plans 

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INSURANCE:
  • Life
  • Long Term Care
  • Disability
  • Health

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TAX SERVICES:

  • Full Service Tax Preparation
  • Bookkeeping Services

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Our firm does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax implications. Alternative investments involve risks that may not be suitable for all investors.