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Who We Are

Capitol Retirement Strategies, LLC was formed to help people prepare for and enjoy those 1000+ weeks that used to be known as the “Golden Years.” We call them the “Financial Freedom Years.” It’s the one time in your life when you get to do what you want, when you want. In a perfect world, there would be enough money coming in each and every month to give you the same peace of mind you had when you were earning a full-time income.

Our Services

Retirement Planning

Investment Management

Income Planning

401k & TSP Advice

Long Term Care Insurance

Life & Disability Insurance

Recent Podcasts & Blogs

Episode #116: Lessons to Live By

Dec 18, 2024

It’s the season of giving, so Steve and Dave start with how the markets certainly held up their share of the bargain in 2024. And speaking of 2024, they move on to “Seven Lessons of 2024” by Charlie Billelo, arguably the second greatest “Lessons” piece ever written (...

Episode #115: The Trump (Gravy?) Train

Nov 14, 2024

It’s a special election recap episode! What will a second Trump presidency mean for your money? Dave and Steve go over the Pros, the Cons, the Neo Cons… You name it, they will cover it on episode #115 of Plan For Life Now....

Upcoming Webinars

Webinars Coming 2023

Check back for dates and times

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capitol Retirement Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, IA, MD, MA, MI, NC, NJ, NY, PA, RI, SC, SD, TN, TX, UT, VA, & WV. No offers may be made or accepted from any resident outside the specific states referenced. Fixed insurance offered through Capitol Retirement Strategies.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Capitol Retirement Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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