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Capital Strategies Financial Corporation

952.926.3000  |  eric@capitalstrategies.info

Capital Strategies Financial Corporation

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Proactive Planning

for a solid financial future

Helping You

manage the changing face of life

CSFC's Mission

navigating your financial success

CSFC's Mission

navigating your financial success

CSFC's Mission

navigating your financial success

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  3. CSFC’s Clients

CSFC’s Clients

CSFC’s clients include individuals and business owners, concerned with capital preservation, where investments can be tailored to their unique situations and needs. Clients:

  • want professional guidance from financial advisors with a proven track record of capital preservation .
  • are capital preservation orientated, have a long-term perspective and want to take prudent risks to achieve reasonable investment return
  • are comfortable with delegating the management of their investment portfolios and want to develop a long-term relationship with a trusted advisor.
  • have investment portfolios of $250,000 and above.
  • share in the realization that by coordinating and managing today’s financial decisions they can achieve their lifetime financial goals.
  • are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.
  • usually have no desire to manage their financial affairs on a daily basis.
  • want to simplify their lives and are willing to enter into a long-term relationship with a financial advisor with whom they will develop confidence and trust
  • appreciate the flexibility of a privately owned firm with no obligation to satisfy the demands of a larger financial entity. 

 

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8053 Xerxes Ave. S.
Bloomington, MN
55431 United States

  •  Tel: 952.926.3000
  •  Toll Free: 866.926.3022
  •  Fax: 815.717.7326
  •  eric@capitalstrategies.info

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