The end of the year is a perfect time for a financial review. What's working? What's not? Let's make sure you're on track for 2025. Reach out.
About us
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing I am licensed to sell insurance in TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78216 (210) 342-4141
- Website
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http://www.csomtx.com
External link for Capital Strategies, Beyond Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2013
- Specialties
- Financial Planning, Holistic Approach to Financial Services, Business Succession Planning, and Teaming Approach
Locations
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Primary
Get directions
317 Grace Lane
Suite 250
Austin, TX 78746, US
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Get directions
10101 Reunion Pl
San Antonio, Texas 78216, US
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Get directions
9117 Milwaukee Ave
Suite 400
Lubbock, Texas 79424, US
Employees at Capital Strategies, Beyond Wealth
Updates
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Life insurance can be a key component to help plan a diversified retirement strategy. As a small business owner, you may be limited in your qualified retirement options. While the primary purpose for purchasing life insurance is protecting those you love, Life insurance can also possibly provide an alternative to supplement the retirement funding vehicles you already have in place. Contact us today, one of our Financial Professionals can help you prepare for the next chapter in your life! #CapitalStrategies #StartPreparingNow #LifeInsurance #Retirement #OurFinancialProfessionals #ContactUs
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You want the best for your dependent's lifetime care, but sometimes sufficient financial resources to meet those needs may not be available. The death of one or both caregivers can easily disrupt the continuation of the dependent's financial safety net. Planning today can help with the recovery from the unexpected tomorrows. Contact us today! #SpecialNeeds #SpecialCare #LifeCarePlanning #ProperPlanning #CapitalStrategies #ContactUs
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Behavioral Finance: A Key to Smarter Investing Behavioral finance studies the psychological factors influencing investment decisions, recognizing that emotions and biases often lead to irrational choices. Here’s why it's crucial: 1.Better Decision-Making: Recognizing biases, like overconfidence or loss aversion, helps investors make more disciplined choices. 2. Improved Risk Management: Understanding emotional triggers helps avoid overexposure and maintain diversification. 3. Insight into Market Trends: Can help to explain phenomena like bubbles and crashes, driven by collective behavior rather than just fundamentals. 4. Behavioral Financial can complement traditional Financial Planning: Advisors can create personalized strategies based on clients' risk tolerance and emotional responses. Investing isn’t just numbers—understanding human behavior is essential for smarter strategies! #Investing #BehavioralFinance #KeyToSmarterInvesting #CapitalStrategies #InsightIntoMarketTrends
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Capital Strategies offers a wide range of products designed to provide you with the flexibility you've been searching for, and to help meet your needs during the unique situations life throws your way. Our Financial Professionals are here to help protect you and your family through the ins and outs of life's many changing events. Contact us today to schedule a meeting with one of our Financial Professionals. #CapitalStrategies #ProtectYouAndYourFamily #ContactUsToday #VisitOurWebsite #FamilyAndLifeChanges
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International Day of Persons with Disabilities is a day to recognize and celebrate the achievements, contributions, and rights of people with disabilities. We must remember that disability does not mean inability. Disabled people have as much potential to pursue their dreams as abled people. “There is no greater disability in society then the inability to see a person as more.” -Robert M. Hensel #CapitalStrategies #InternationalDayOfPersonsWithDisabilities #CelebrateAchievements #Potential #Dreams #Recognition
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Happy Thanksgiving!!! “We should certainly count our blessings, but we should also make our blessings count.” -Neal A. Maxwell We hope everyone has a wonderful and blessed Thanksgiving. May this day and everyday be bountiful with reasons to be grateful. #CapitalStrategies #Thanksgiving #BeGrateful #Family #Love #Blessings #Love #Togetherness
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Our recruiting team at Capital Strategies helps us effectively work with and recruit from diverse groups of people, utilizing established strategies, tools, and resources. Once you're onboard, we have a number of programs and tools you can leverage to foster relationships in your community. Contact us today to get more information on how to join our fast-growing industry. #CapitalStrategies #DiverseMarkets #NewCareerOpportunities #PersonalFreedom #FinancialProfessional #ContactUsToday
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Tax scams are everywhere these days. Watch out for promises of a big payday, threats or urgent requests for payment, misspellings or grammatical errors, and links with odd URL addresses. https://lnkd.in/g4nWaKXm.
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Happy World Children’s Day! Children are our tomorrow; they are our hope. They have the potential to bring a change in this world. Wishing a very Happy World Children’s Day to our kids who are the stars of tomorrow. #CapitalStrategies #WorldChildrensDay #OurFuture #OurHope #OurStars #Love #PureJoy #CelebrateTheChildInYou
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