Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Capital Estate Advisors, Inc., we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Capital Estate Advisors, Inc. offers services in these five areas:

Investments

Stocks
Bonds
Options
Government Securities
Exchange-Traded Funds (ETFs)
Mutual Funds

Strategies

Traditional Brokerage Accounts
IRAs (Rollover, Traditional, SEP, Roth)
Qualified Retirement Plans (Defined Benefit, Defined Contribution, Profit Sharing)
401(k), 403(b), 501(c)(3)
529 Plans for Education
Required Minimum Distributions
Estate Liquidity Planning
Investment Tax Planning

Estate Planning

Trusts (Revocable, Irrevocable, Dynasty/Generation Skipping)
Hypothetical Tax Scenarios Specific to Estate Tax and Gift Tax
Familial Planning

Insurance

Life Insurance
Disability Income Insurance
Long-Term Care Insurance
Annuities

Business Planning

Stock Redemption
Buy/Sell Agreements
Issues Specific to Closely Held Entities
 

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 212.489.8443.