NEW INVESTORS
You want to get serious about investing. CapWealth will lay a strong, personalized foundation to reach your goals as you start the journey.
OUR CLIENT’S STORY
WE LISTEN
A friend of a client in his 30’s working in the medical field was unsure how to live the life he envisioned for himself or where even to start. He was newly married, and both were passionate about donating future portions of their salary each year to charity.
The questions began to spiral – How do we save for our child’s education? Where do we invest? What kind of down payment do we need for a house?
SOUND LIKE YOU?
AFTER LEARNING MORE ABOUT THEIR GOALS AND LIFESTYLE, WE DEVELOPED THE FOLLOWING:
WE THINK
Developed a plan that coordinated their investments that included their financial giving.
Discussed how to save for retirement.
Established an education plan for their children.
Set short-term and long term financial goals.
WE SOLVE
Working together, we created a plan that fits the couple’s needs and life goals. Helping them develop a plan that they can actually stick to is important to us.
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