The process of pursuing and protecting wealth involves many decisions regarding a vast array of financial products, companies, and strategic alternatives. One decision can make the rest easier—choosing an investment and financial services partner that is both capable and reputable. We at Capital Consultants are such a partner, offering:
Financial Products and Services Fee-based asset management Mutual funds and stock portfolios Fixed and variable annuities Fixed and variable life products
Retirement Planning Profit sharing and defined benefit plans IRAs, Roth, SIMPLE, Rollover IRAs, SEPs 401(k), 403(b), 457, 412i, and more
Financial Strategies Income protection planning Retirement Income Options Employee Retention programs Qualified and non-qualified plans Estate planning and transfer issues Insurance and risk management
At Capital Consultants, we provide the expertise, objectivity, and accessibility necessary to help you pursue your goals and focus on your future. We offer you continued guidance through updates on the performance of your investments and invitations to re-evaluate your program at regular intervals. We also encourage you to update us on changes to your life that will impact our decisions.
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Call, come by, or e-mail (tshaner@capitalconsultants.org) us today (remove spaces prior to use).
Our Valencia branch office: (661) 257-1896 telephone/fax
The Stanford Executive Plaza
25000 Stanford Avenue, Suite 215
Valencia, California 91355
(located in the Rye Canyon Industrial Park - free parking)
Our Glendale branch office: (818) 557-7289 telephone
1915 West Glenoaks Boulevard, Suite 100A
Glendale, California 91201
(please send all mail and communications to the Valencia office, thank you)
Nationwide Toll-Free Line: (888) 763-8904 telephone/fax
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