Capital Consultants

                           "Unusual Solutions for Unusual Times"

       
A difference in your life

A difference that's measured in the amount of fun, peace of mind and financial security you share.

A difference in the comfortable years that follow the successful plans you've made.

A difference you deserve

A difference in the results of proper planning and personal care they take in your financial future.

Where can you find that kind of care? You can find it with Capital Consultants !
A special kind of care you can trust

Capital Consultants, LLC helps our clients plan for the future, manage taxes, protect income and preserve wealth. A professional who is educated to guide people like you, about important financial decisions as well as helping them to find resources in health care, estate planning, and other concerns such as real estate, probate and trust laws.

Most of my clients have been looking for someone just like this--someone who will listen to what they have to say, someone who will show them ways to guard their money safely.
Risk-Averse Investment Strategies

With conservative investment options such as individual bonds and blended mutual funds with established companies you can trust.

Comprehensive Portfolio Management of your retirement funds utilizing income, moderate growth, or growth and income strategies.


A strategy that will help you pursue your goals while giving you the comfort and peace of mind that will allow you to sleep at night.

Many of the tax management strategies can help you keep more of what you earn--and allow you to pursue the financial freedom that you deserve.

Helping you transfer and consolidate retirement plans into your own personal IRA, or to other tax-advantaged investments is of utmost importance.

 

Tim has been helping retired clients and retiring employees put together retirement programs and related benefit plans with love and kindness.
Comprehensive Planning

A financial strategy is more than merely pursuing wealth and cutting taxes. It's also about protecting income and preserving wealth for multiple generations.

For clients of means, we offer estate planning distinguished by advanced wealth transfer strategies: family limited partnerships, charitable remainder trusts, retitling of assets, and insurance planning.

Many clients have serious questions about long-term care and ways to help pay for major unpredicted health care costs. By helping these families find ways to fund such programs Capital Consultants has able to save many "nest eggs" against catastrophic healthcare costs.
Call or e-mail us today for answers to your questions.


Disclosure:  All written content on this site is for information purposes only. Opinions expressed herein are solely those of Capital Consultants, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Capital Consultants, LLC a Registered Investment Advisor in the State of California. Being registered as a registered investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Timothy J. Shaner dba Capital Consultants.

 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.