Our Services
We at Capital Cities Investments take pride in working with individuals, families and small businesses. We focus on a holistic approach melding all aspects of our clients lives. The services we offer, as part of an overall financial plan, aid you in achieving your goals.
Personal Services
- Asset Management
- Retirement Planning
- College Funding
- Wealth Accumulation
- Estate Planning
- Life Insurance
- Long-term Care Insurance
- Disability Insurance
Business Services
- 401(k), 403(b) and 457 plans
- Deferred Compensation
- SEP and SIMPLE IRA's
- Corporate Owned Life Insurance
- Key Man Coverage
- Employee Benefits