Tax-Wise, Money-Smart  is more than just a slogan at Capital Financial.  Anyone can promise better stock picks or the "greatest" investment, but when we explain how you can simply re-organize your current assets and take income in a more tax-favored manner; you are put on a path designed to get you better returns via lower taxation.  Few people have ever heard of, much less implemented, the type of solid planning we provide.

Capital Financial and our affiliate company, Pro-Player Investing, are two divisions of our Registered Investment Advisor (RIA),  Partnervest Advisory, LLC.  According to the SEC and the FINRA, an RIA represents the client, acting in the client's best interest.  

Investment portfolios are managed on a fee basis, eliminating the usual conflict-of-interest associated with commission based trades.  When you partner with one of us, you will know that our interests are aligned - we both profit with good results and suffer thru poor ones.

Having Capital Financial on your side will not cost you a dime, in fact it would be difficult and very time-consuming for you to do it yourself for less.  Yes, we make money too.  Our money-management style is straight-forward and time-tested.  We work hard to keep fees and costs to a minimum and will help you with tax management to help save and make you money, no matter your tax bracket.  You will be delighted!

Call us now at (512)231-0800 for a no cost, no obligation 'Get Acquainted' meeting, and begin your financial planning process today, because tomorrows fly by before you know it!