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Welcome to

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 Financial Network

Our Network

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.