expertise in investments and insurance services. Whether you are in an accumulation,
distribution, or estate planning phase of life,we have the resources available to help you
construct a financial plan to meet your needs.
tailored to meet individual circumstances. We will help you identify where you are
financially and determine if you are positioned to sufficiently meet both your current
and future needs. From that point forward, we will assist you in designing and implementing
a plan based on your inputs and our recommendations. The final step is to
monitor, review and make any necessary changes to help you reach your goals.
What We Do
Who We Serve
4039 Legacy Pkwy, Suite B
Lansing, MI 48911
©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.