Services and Investments We Provide

We are independent Financial Professionals providing many financial planning services.  As independent financial professionals we have the freedom to offer a large variety of investments.  We are very confident in our ability to generate sustainable, lifetime retirement income for our clients.  We do this with a an array of traditional and alternative investments which are listed below. These alternative investments are designed to be non-correlating investments to the markets and help to reduce volatility in our clients porfolios. Even though some of our clients have worked with other  financial professionals for many years, they rely on us as the provider of their alternative investments.  We also advise small businesses on company retirement plans that are affordable and help create employee loyalty.  Finally, we offer several types of insurance to protect our client's assets. Capital Advisory Services, LLC also has a tax preparation service with a full-time tax preparer on staff and CPA on staff.  Our specific services and investments include: