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Who we Serve

Working Professionals

 

During your working years the topic most often talked about is contributing to your retirement account. Pensions are not as prevalent as they once were and now the burden of retirement saving is on the employee. The media is telling you to maximize your 401(k), unfortunately they don't know you or your unique situation. If you feel taxes will be higher in the future it may be in your interest to look at tax free or tax advantaged options along with your traditional qualified plan. We can help you to get started with a personalized plan earlier, to take advantage of the time you have now. Time to grow your savings in an efficient way for your future.

 

Soon to Retire

 

Chances are you've thought about retirement quite a bit over the years, whether you've fantasized about how you'll spend your time or fretted about your 401(k) balance. If you’re like most, though, you may be a little fuzzy about what your retirement will really look like. At some point, however, you'll need to bring your retirement into focus. Ideally, that’s about five—or more—years before you hope to retire, when retirement is close enough to know what you want it to look like, and yet far enough away that there’s still time to hone your strategy to help meet those goals or alter your plans. There are likely options you haven't considered that we can introduce you to.

 

Retired

 

Now that you have walked away form occupational income it is critical to have a plan in place to deliver reliable, sustainable, inflation adjusted income for the rest of your life. Many people are concerned about how much money to take from their savings and from what account. In these times of media overload it can be confusing to know what to do. We have fond, with proper planning, retirees' fears can be eased. If you don't have a written comprehensive plan you are not alone, if you want a plan you can have one. That's what we do, we are here to help you.

Capital Strategies

4039 Legacy Pkwy, Suite B

Lansing, MI 48911

 

Phone: 517.347.8600

TF:       877.683.7850

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©2014 Capital Strategies

Capital Strategies offers securities through Kalos Capital, Inc. and investment advisory services through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Capital Strategies is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.