The Trusted Path

Who We Are

Since its founding in 1989, Capital Strategies has served significant families and their companies with discretion and skill. Capital Strategies specializes in tax-efficient planning to preserve and transfer wealth using proprietary life insurance contracts.

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The Trusted Path. Our brand covenant rises from our philosophy.

The road we have chosen to travel is not a road at all. It is a path.

Quarterly Insights : An Element of Touch

Funding a life insurance contract efficiently is very much a target sport.

 

Dr. Kevin Elko Speaks at 2016 Annual Firm Retreat

Capital Strategies analysts and producers enjoyed interacting with Dr. Kevin Elko at their annual retreat.

 

  • 2016 National Advisors Conference, February 21-24

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    M Financial hosted its 2016 National Advisors Conference at the Streamsong Resort outside of Tampa, Florida, in February, 2016. The National Advisors Conference brings together M producers and invitee professional advisors for three days of tax, insurance, and estate planning seminars, as well as “a little golf”.   David Byers of Capital Strategies participated on a panel along with two Holland and Knight attorneys.

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  • 2016 Annual Firm Retreat

    Dr. Kevin Elko

    Capital Strategies analysts and producers enjoyed interacting with Dr. Kevin Elko at their annual firm retreat.  Dr. Elko is a prominent sports psychologist, widely known for his work with the University of Alabama football team.  His principles surrounding character and teamwork are easily applicable in business contexts.

Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC. Capital Strategies Group, Inc. is owned and operated independently
from FNBB Capital Markets, LLC. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship.