Too often, our busy lives prevent us from addressing our personal goals, and sometimes, even the most important things can get put on the back burner because we simply don’t have the time to deal with them. Balancing work, family, and extracurricular activities is enough of a task, but throw in personal finances and investment management, and we can often get overwhelmed.
At the Wealth Management division of Capitol Credit Union, our goal is to help relieve any burden you may have regarding your financial planning, investments, or insurance so that you can focus on the things you enjoy the most.
We offer a broad array of investment services, comprehensive financial planning, and life insurance, long-term care, and disability services to Capitol Credit Union members and their families. Our registered investment professionals are here to offer you unparalleled service and unbiased financial advice. Contact us today for your no-cost, no-obligation consultation to see how we may be of assistance to you.
Securities offered through LPL Financial, Member FINRA/SIPC . Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor. SFC, Wealth Management division of Capitol Credit Union, Capitol Credit Union, and LPL Financial are separate entities. SFC, Wealth Management division of Capitol Credit Union, and Capitol Credit Union are not registered broker/dealers.