BUILT ON COMMON VALUES
BUILT ON COMMON VALUES
TO OFFER COMPREHENSIVE FINANCIAL PLANNING
We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication. By combining the experience of seven experienced advisors, we're able to deliver a comprehensive suite of financial advisory services.
When we formed the Strategic Capital, we knew what worked and what didn't from our decades of combined experience . We saw how most of the industry was built in a way that held advisors back and actually made it impossible for them to provide excellent client service and we were fed up.
We're proud of the trust you place in us, because we earn it. And we look forward to building a successful future with you.
The Strategic Capital Advantage
For Your Future
Strategic Capital's goal driven approach to wealth management customizes a strategy for the future you want to create. We help you translate your goals to an investment roadmap. Then we'll manage it to keep everything on track.
For Your Family
We don't know what the future holds. But when you have put the right personal insurance strategies in place, you can feel confident that your family will have a bright financial future. I will work with you to put solutions in place that work with or without you.
For Your Business
You're leaving money on the table if you aren't optimizing your employee benefit plans, stock ownership, and key person insurance. The right tools will boost morale and engagement to help you retain the best talent. And there are strategies to reduce other risks.
THE PROCESS OF PLANNING TO PURSUE YOUR GOALS
1
I LISTEN TO YOU
Meeting my clients where they are is one of my passions. I started with ball players who began like me young and strangers in the world of business. And now I've also helped people navigate the sales of companies and start of new ones. The most important thing is that we connect wherever you are.
2
I DESIGN YOUR PLAN
You win with a good game plan that capitalizes on your strengths and protects you from your weaknesses. You adapt your plan as the game of life progresses, but you always have a plan.
3
WE CHOOSE STRATEGIES AND IMPLEMENTATION
We're in this together. That's how we're building the business at Strategic Capital. That's why you have our cell phone numbers. So we collaborate from understanding through implementation.
4
I MONITOR YOUR PLAN AND PROGRESS
You might have a fresh plan every quarter depending on how the game's going. Just like that, we stay in touch as your situation, goals, and needs change.
Our Financial Advisors
Learn More
Click the button below to let us know how we can help. You will get additional information that's personalized for your needs and reach out to schedule a time that we can talk.
Copyright Strategic Capital - 2018
600 Congress Avenue / 14th Floor / Austin, TX 78701
1106 Pecan Street / Bastrop, TX 78602
Securities and investment advisory offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, IL, IN, FL, KS, KY, LA, MD, MI, MO, NV, OH, OK, OR, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.