Steven M. Consiglio, MS, CLTC, Financial Planner

CONNECT

Address:

3957 Westerre Pkwy
Suite 402
Henrico, VA 23233

Phone:

(804) 665-1523

My Services

The financial management process at Capitol Financial Solutions begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make. 
 

I am able to assist my clients in the following areas:

Profesional Personal Services

· Fee-based Financial Planning

· Fee-based Managed Accounts

· Wealth Protection Strategies

· Products for College Funding

· Estate Conservation Strategies

· Products and Services for Retirement Funding

· Life Insurance

· Long Term Care Insurance

· Disability Income Insurance

 

Professional Business Services

· Buy/Sell Agreement Funding

· Executive Compensation Plans

· Deferred Compensation Plans

· Products and Services for Retirement Funding

· Business Continuation Strategies

· Key Person Insurance

 

 

 

CLIENT DISCOVERY QUESTIONNAIRE