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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

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Charging Bull statue in the Financial District, New York City

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

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

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

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