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Services tailored to meet the unique needs of everyone

Explore our range of personalized services designed to enhance, promote independence, and create a vibrant, fulfilling lifestyle for everyone.

Insurance Evaluation

Comprehensive assessment of your insurance needs, along with suitable suggestions for safeguarding your Family.

Budget Coaching

Get training on how best to develop and organize your budget and your ideal means to monitor it.

Emergency Fund Setup

Complete evaluation of your Emergency Fund needs and appropriate places to save & invest your Emergency Dollars.

Debt Elimination Plan

Organization and prioritization of your current debts, and a means to track them with your personal budget.

College Savings Planning

Full review of your college savings needs and proper strategies to save and grow your families university education fund.

Charitable Giving Plans

In depth review of your humanitarian goals and the right strategies for saving and growing your future charitable donations.

Investment Management

Start-Up Client

Under $100k Invested Assets
1
5%*
Annually
  • Financial Snapshot
  • Financial Newsletter
  • Financial Planning
  • Investment Management
  • Online Account Access
  • Annual Review
  • Semi-Active Management
  • Gift Coaching Session
SCHEDULE MY CALL

Established Client

$100k or greater in Assets
1
25%*
Annually
  • Financial Snapshot
  • Financial Newsletter
  • Financial Planning
  • Investment Management
  • Right Capital Access
  • Online Account Access
  • Semi-Annual Review
  • Active Management
  • Performance Review
  • Risk Tolerance Review
  • Outside Investment Advice
  • 2 Gift Coaching Sessions
SCHEDULE MY CALL
Popular

Accredited Client**

$1m or greater in Assets
1
00%*
Annually
  • Financial Snapshot
  • Financial Newsletter
  • Financial Planning
  • Investment Management
  • Advanced Right Capital Access
  • Online Account Access
  • Quarterly-Annual Review
  • Active Management
  • Performance Review
  • Risk Tolerance Review
  • Outside Investment Advice
  • In-Home Document Organization
  • Professional Collaboration
  • In-Home Legacy Planning
  • 5 Gift Coaching Sessions
SCHEDULE MY CALL
*These fees apply to advisory accounts. Expenses associated with other investment accounts will be explained as part of the setup process.

**You are an Accredited Investor if: (1) your Net worth is over $1 million, excluding primary residence (individually or with spouse or partner), OR (2) you earned an income of over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expect the same for the current year.

Term Life Insurance

Starter Protection

2x Salary* Protection for 20 Years
$ 9
35*
Monthly
  • $100k Term Life Protection
  • Transamerica Life Insurance
  • Preferred-Plus Male, Age 35
SCHEDULE MY CALL

Complete Protection

10x Salary* Protection for 20 Years
$ 27
47**
Monthly
  • $500k Term Life Coverage
  • Chronic Illness Coverage
  • Critical Injury Coverage
  • Amerita Life Insurance
  • Preferred-Plus Male, Age 35
SCHEDULE MY CALL
Popular

Standard Rated Protection

10x Salary* Protection for 20 Years
$ 55
90*
Monthly
  • $500k Term Life Coverage
  • Chronic Illness Coverage
  • Critical Injury Coverage
  • Transamerica Life Insurance
  • Standard Male, Age 35
SCHEDULE MY CALL
**Individual products and result may vary. Quotes based on a 20 year life insurance policy for an average 35 year old healthy male and for illustrative purposes only. Capital Choice Financial Services, Inc (CCFS) is a network of independent business men and women representing various life and health insurance companies. Securities offered through CoreCap Investments, Inc., Member FINRA/SIPC. CCFS and CoreCap are not affiliated.

Ready to get started?

Schedule with us today, and let Capital Choice help you build a retirement that’s as fulfilling and rewarding as you deserve. Your future is worth it.
Schedule My Call

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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About Us

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 Capital Choice OH

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.

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Capital Choice will contact you to provide requested information.

Neither Ramsey Solutions nor the SmartVestor™ program are affiliated with nor endorsed or sponsored by CoreCap Investments, LLC, CoreCap Advisors, LLC or Capital Choice. Working with an investment professional that is part of the Dave Ramsey SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestorTM will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public.

Neither Google or the Local Services Ads program are affiliated with nor endorsed or sponsored by CoreCap Investments, LLC, CoreCap Advisors, LLC or Capital Choice. Working with an investment professional that is part of the Google Local Services Ads advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a Google Screened Financial Professional will produce better outcomes than working with an advisor not participating in the Google Local Services Ads program. Investment professionals participating in the Google Local Services Ads program pay advertising fees to have their name and information disseminated to the investing public.

Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.

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