Broker Check

Our Services

How We Work

At Captial Choice, we aim to provide independent and insightful financial advice and/or recommendations in critical areas such as investment planning, risk management, college funding, retirement planning, and estate conservation.

How We Work

Our suite of services aims to address your crucial financial questions

  • Are my investments yielding their full potential?
  • How can I minimize my risk exposure?
  • What is the required nest egg for a comfortable retirement?
  • Am I saving adequately?
  • What are the best strategies for college savings?
  • How can I decrease estate taxes and maximize asset preservation for my heirs?
  • Do I have sufficient life insurance coverage?

Once we've identified your financial goals and priorities, we want you to know that we will help you maintain your financial strategy and make necessary adjustments as your circumstances change and your objectives shift.

Capital Choice has teamed up with multiple firms to ensure we deliver top-notch and dependable products. This lets us present you with competitive alternatives as you build your financial future.


Identity Theft

Debt Elimination Plans

Asset Protection Plans

Retirement Plans

401(k) Planning

403(b) Planning

College Planning

Investing for the Future

Roth / Traditional IRA

Individual / Joint Accounts

College / 529 Accounts

SEP IRA / Simple IRA

Managed Money / Advisory

Variable Annuity

Mutual Funds

Small Business Retirement Strategies

Protection for Your Family

Individual Term Life Insurance

Group Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Final Expense Life Insurance

Hybrid LTC Insurance

Final Expense

Fixed Annuities

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.