Financial Planning

A plan that puts the best financial choices in your hands

These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead. Our advisors will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurer1, you can count on capitalclimax to be here whenever you need us. After all, we've been going strong for over 5 years.

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Our version of financial planning

Some companies only focus on insurance, Others on investments.
Our advisors look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.

For those with significant means, our capitalclimax Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of capitalclimax with the specialized expertise of a boutique firm.

To get you where you want to go, we'll look at where you are today.

Your priorities, values and goals
Your income
Your assets
Your liabilities

Life is full of ups and downs. We'll help make sure you have everything you need for both.

Life insurance
Disability insurance
Emergency fund
Long-term care planning

We'll help you balance paying down debt while you make progress on other goals.

Credit card debt
Student loans
Mortgage and other loans

Start Planning

Start with were you are

Protect What you have

Tackle your debt

Put your plan into action

Grow your money

Step by Step

Get realistic saving and investing strategies to help achieve each of your goals.

Retirement
Growing your family
Buying a home
Saving for college

Get a free, step-by-step guide that will help you bring your financial plan to life.

A personalized budget
Goal calendar and contribution trackers
Insurance and investment advice
Estate considerations

We work 24/7 to keep your information secure:

*Your data is Important! Therefore protecting your information from unauthorised access and accidental disclosure is a top priority. capitalclimax pursues information security with the same commitment to excellence that we apply to understanding our clients financial needs. We work hard to protect your information. capitalclimax information security and data protection is driven by the same commitment to excellence that we apply to understanding the financial needs of our clients.

At capitalclimax, we employ a multi-layered approach to security. Among the systems we use to protect information are firewalls, malware identification programs, fraud detection systems, data loss prevention infrastructure, email filtering, virus controls and system redundancies, including network segmentation.