Our Firm

Capital Education Network believes that having the right plan is the most powerful tool for your future.  One that fits your unique circumstances and life goals, while growing with you as changes occur. 

Capital Education Network is completely independent enabling us to establish working relationships with a number of money managers,  insurance providers, legal and accounting professionals.  To  create a customized portfolio that's designed to suit your unique needs, we follow these general principals:

  • Define- An interview to determine your risk tolerance, and investment objectives.
  • Review- Analyze your current portfolio to determine it's effectiveness.
  • Develop- We develop your optimal portfolio by determining the appropriate asset allocation.
  • Implement- Portfolio assets are positioned utilizing our disciplined screening process.
  • Update- The portfolio components are monitored regularly to maintain your objectives.

Planning your financial future can be a daunting task. That's where Capital Education Network  comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is not having enough money to last throughout your retirement, or paying too much in taxes we can help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.

The appointment is free.  The advice could be priceless!