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Capitol Financial Solutions, LLC

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Capitol Financial Solutions, LLC

Mission statement:

Our mission is to provide quality guidance, build relationships of trust, and develop innovative solutions for our clients.

Profile:

SERVICES:

Our areas of expertise include:

Wealth Management - Taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes and market fluctuations.

Retirement Planning - Providing you with the tools and strategies to help guide you towards a comfortable and sustainable retirement.

Life Insurance - Preserving your assets and protecting your income amid life's uncertainties.

Educational Funding - Positioning your resources to achieve your goals for higher education.

Estate Planning - Helping you preserve what you have worked hard to build and plan for the distribution of your assets to heirs.

Long-Term Care Insurance - Protecting your assets from the rising costs of long-term care and enhancing your independence to receive care in the setting you prefer.

Disability Income Insurance - Protecting your current income stream and future earnings in the event that an accident or illness prevents you from working.

Overview:

We are a leading financial services firm that focuses on working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to educate, organize, and prepare our clients for the inevitable financial issues they face.

With our local presence, you can count on a unique experience and personal service. With our national network, you have access to sophisticated resources. Together, we can help achieve financial independence for you-and your future generations.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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