Capita Financial Network
Capita Financial Network is your personalized network of industry experts providing you a comprehensive strategy that helps plan and prepare for how much money you will have through each stage of your retirement.
Comprised of a team of specialists in investment management, income planning, estate planning, social security, tax planning, Medicare, insurance, and other retirement-related needs, Capita Financial Network is your full-service resource to create an all-inclusive strategy – Specifically designed for you and your retirement goals.
We are dedicated to delivering results-based solutions and industry-leading service to individuals who are currently in or approaching retirement.
Capita is a group of financial planning experts who work together to help you design a retirement
plan that is comprehensive, coherent, and tailored exactly to your needs.
We do this by first listening to and understanding your goals and then assembling a dedicated team of expert advisors to work for you and forge a lasting relationship with you. We’ll even add to our team the advisors you’re already working with and already trust.
In bringing these professional experts together, we create a sophisticated group to develop carefully-prepared, all-inclusive personalized solutions for your retirement.
What’s more, our advisors aren’t tied to any company and have access to the entire range of products and services in the market — which means we can shop around for the tools that best fit your unique needs.
Our Network includes:
Our strategy for success equips you with integrated, consistent, and accurate guidance from your team of advisors to help you make informed decisions about your future and ease your apprehension.