Capitol Retirement Strategies is an independent financial planning firm geared towards the specific investment and insurance needs of people over the age of 50. 

Mention the word “retirement” to any one of our clients, and you will get many different definitions of what the word means. If we were to try to capture that meaning in one universal phrase, it would go something like this: "Retirement equals being able to do what I want to do (within reason), when I want to do it, without the fear of running out of money." 

Now go out in the real world, and you will see that the people living this retirement dream all have one thing in common - although they aren’t forced to earn any income, the money coming to them from other sources exceeds their expenses. 

At Capitol Retirement Strategies, our primary goal for each and every client is to help them create, grow and protect their own pension plan. This plan must provide enough income to last their entire life.  

Once we are certain that our plan has created enough income, any remaining assets can be invested in a different light, with a confidence that up markets, down markets, or financial emergencies won’t interrupt our long term investment success. 

About our broker dealer:

Cambridge Investment Research, Incorporated

Each local Cambridge office is owned by professional Representatives who work for you. These financial professionals will partner with you to understand your unique needs and goals, help you clarify your objectives, and assist you in creating a long term plan of capital accumulation and wealth management to help you fulfill your dreams. INDEPENDENCE, OBJECTIVITY, and INTEGRITY are the values that lead most clients to build a relationship with their trusted Representative for many years.

Cambridge strives to offer extraordinary personal service to your financial professional. Our Home Office staff work to establish a supportive and creative environment that allows your Representative to better service your needs. Our Representatives have consistently rated our staff above 9 (on a scale of 1-10) for overall service and support. Again, this means that your financial professional can focus on you and your needs and let Cambridge handle the details.

Through Cambridge, you have access to over 10,000 load and no-load mutual funds, as well as insurance products (including fixed and variable annuities, term, universal, and whole life policies) that are available through hundreds of companies. Through brokerage accounts, investors and traders can access all the major markets for stocks, bonds, options, CDs, and other financial instruments.

To provide investors with convenient access to a large variety of investment products and services and a high level of financial strength, we have developed numerous strategic alliances. Key among those alliances is our relationship with two clearing firms where client brokerage accounts are held. Both firms are members of the New York Stock Exchange (NYSE) and the Securities Investor Protection Corporation (SIPC).