Broker Check

Capital Concepts Inc. - Harrison, OH

9676 Dry Fork Road
Harrison, OH 45030

Call Us: 513-367-1793

"We free you up to do what you do best!"

Our Process

Getting You There

Find Out Where You Are

The First step in financial planning is to find out where you are in relation to what you want to achieve. To accomplish this, your Capital Concepts Financial Consultant will analyze your position and prepare this:

  • Personal Balance Sheet
  • Retirement Analysis
  • Family Needs
  • Investment Analysis
  • Education Analysis
  • Estate Transfer Analysis

Decide Where You Want To Be

You cannot pursue any level of confidence financially until you know your ultimate objectives. Therefore we will help you to:

  • Clarify Your Financial Goals
  • Prioritize Your Financial Objectives
  • Evaluate Your Investment Attitude

We'll Show You How To Get There

No matter how well you plan, financial confidence cannot be pursued unless you take action. We will help you by:

  • Presenting A Financial Plan
  • Implementing Steps In Order of Your Priorities
  • Recommending appropriate Products and Programs
  • Planning Periodic Reviews