Investing For the Future
8240 Beckett Park Drive, Suite B
West Chester, OH 45069
Phone:
(800) 891-6458
Fax:
(866) 315-9997
E-mail:
Welcome to Capital Advisory Services, LLC. We are a Registered Financial Professionals providing individuals and small business owners a wide array of financial services and investment options. We focus on Retirement Planning, Asset Management, College Planning, Insurance and Small Business Retirement Plans. We offer not only traditional investments but also alternative investments such as non-traded Real Estate Investment Trusts, non-traded Business Development Companies, gas & oil programs and leasing programs. We invite you to explore our web site to gain a better understanding of our
firm and how we help our clients plan for and meet their financial goals. Please take time to visit our Learning Center featuring on-line seminars, calculators, financial articles, newsletters, and a tax library. Feel free to contact us with any questions and let us know if there is any other information you would like to see on our website. Thank you for stopping in, we appreciate you taking the time to visit us.
Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.