Capital Strategies, LLC is a comprehensive financial planning company residing in Lansing. Whether it's accumulation, distribution, or estate planning, they serve those in all phases of financial planning.
"Every person has a unique financial fingerprint, so every financial plan we design is tailored to meet individual circumstances," says Shannon Poynter, Business Development Director at Capital Strategies.
Capital Strategies helps to identify where clients are financially to help determine if they are positioned to sufficiently meet both current and future needs. They also assist in designing and implementing a plan based on client inputs and their professional recommendations and monitoring the plan once in place.
They recently moved to a new office after expanding their team. With a staff of five, Capital Strategies is looking to hire an executive assistant and an additional financial planner in the near future.
"The wealth of economic diversity in the area has definitely had a positive impact on our business. Greater Lansing has a diverse group of individuals with unique needs who we have been able to help with their financial needs and goals," adds Poynter.
Source: Shannon Poynter, Capital Strategies LLC
Writer: Veronica Gracia-Wing, Innovation News
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