We are comprehensive financial planners whose clients benefit from our

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.

 

Every person has a unique financial fingerprint, so every financial plan we design is

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.

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What We Do

Who We Serve

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.