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Frequently Asked Questions

We get these questions a lot. Here are our best answers…
We understand! The market can do some very wild things, but you will have a dedicated advisor to walk and talk you through things and keep you informed of the changes you need to be aware of. Working with a Capital Choice Dedicated advisor you will have a true partner to help you along the way to your goals.
The future is now! Most of our clients choose to meet with us either over the phone, or video conference. Your dedicated advisor will provide you with the necessary tools to schedule when it’s right for you. Working with us gives you the choice and flexibility to have meetings efficiently and on your terms.
While Employer sponsored retirement plans are great, they only cover that aspect of your retirement. They generally cannot help you with Tax Planning, Social Security Benefits, Life Insurance and much more. With Capital Choice you will have a Financial Coach to help you holistically navigate your entire financial plan.
Sounds like you might be considering time spent on hold, Re-explaining your situation to someone new, or both. With Capital Choice you will have a dedicated planner who will have a personal relationship with you and knows you and you goals. You wont spend unnecessary time waiting for the answers you need.
Absolutely, but building a complete financial plan is more than just picking a few good funds. Not having the right plan in place could retire later than you could have robbing you of years of retirement, or retiring too early and burdening your family with taking care of you. With Capital Choice, you will have a complete plan and the confidence & experience that it’s going to work.
It’s great that you already have some protection in place, but when is the last time that you have had an Insurance review? Have you gotten married, divorced, welcomed children into you family, changed jobs? There are so many life instances that warrant an insurance review, and Capital Choice offers an honest review process that is educational and complementary.
We can certainly still help you, however it would be an oversight on our part not to at least verify that you have a solid financial house in place. Saving a few thousand dollars over just 2-3 years wouldn’t last very long for a surviving family, right? Capital Choice will help you establish the right coverage for your family, and then help you use the leftover budget to invest the right way.
Before we say “Let’s move your investments,” let’s make sure it makes sense first. Capital Choice will take the time to understand what you currently have, and what you and your family are going to need in the future and make assessments. Your Dedicated advisor will educate you on our recommendations, and only proceed if it makes sense for you.
We find that most people that choose Capital Choice over their existing advisor because we provide a complete solution. If your current advisor only assist you with the investments they manage, but doesn’t talk about your work plans, Insurance needs, Social Security, Tax, and Debt Elimination, than you might need more assistance. Capital Choice provides a complete plan.
Group life policies can be very valuable, but having your own private policy can be very reassuring. Employment isn’t guaranteed and if you were to leave your job for one reason or another, chances are that your policy isn’t transferable to you. Your employer can also change the terms of your policy because they are the policy owner. We help people get the right type of coverage.

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The Ultimate Wealth Starter Toolkit

If you’re between 40 & 60, you are in the retirement red zone, which means you need to start getting serious about retirement. This guidebook covers all the essential information for quickly and effectively organizing your finances, all while empowering you to develop a wealth plan that excites you. In just One Day it will provide you with comprehensive insights and actionable steps to help you establish a solid financial foundation and achieve your goals.

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Planning for retirement is more than just a financial decision; it’s a commitment to your future. By choosing to work with Capital Choice, you’re not just making improvements to your finances, you’re paving the way for a future of stability, peace of mind, and freedom

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through CoreCap Investments, LLC, Member FINRA/SIPC. William Haight is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Trent Reynolds, Bryce Vogel and Chris Walsh are registered representatives of and conduct securities transactions through CoreCap Investments, LLC. Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. Trent Reynolds, Bryce Vogel and Chris Walsh are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC. Capital Choice is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors. Securities products are limited to residents of AZ, WA, UT, OR, OH, CA, TX, IL, VA, FL, GA, NC, NY, KY, KS.

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