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Investing For the Future

8240 Beckett Park Drive, Suite B
West Chester, OH 45069

Phone:

(800) 891-6458

Fax:

(866) 315-9997

E-mail:

jpowell@capadvisor.net

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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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.

Newsletters

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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