Is It Time for a Financial Checkup or Portfolio Review?

The more we help our clients in these challenging times, the more we are seeing that their estate plans alone are not enough to guarantee future financial security in the current social and economic circumstances. An estate plan is only one of the key financial areas you need to address in order to protect your assets and finances, as is becoming rapidly apparent with pending tax law changes and other mandates coming down from Washington.

The Five Keys to Financial Success:

  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Investment Planning
  • Asset Protection

We recommend contacting us today for a Financial Consultation or Portfolio Review!

If you are not a CAPTRUST client and would like us to analyze your current portfolio, contact Traci Carver to schedule an appointment: or 678.902.0848.

CAPTRUST Financial Advisors does not render legal, accounting, or tax advice. This newsletter has been prepared solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. © 2021 CAPTRUST. ALL RIGHTS RESERVED. CAPTRUST Financial Advisors is registered under the Investment Advisers Act of 1940. Our mailing address is CAPTRUST, 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609.