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Capella Financial Services, LLC
       
 
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Capella Financial Services, LLC
 
 
Overview: 

Capella Financial Services is a member of the Garrett Planning Network, an international network of hourly, fee-only financial planners. Garrett members believe that professional, objective and easy-to-access financial advice is something everyone needs, at least periodically, to help them obtain essential financial guidance and build the brightest financial future. It doesnтАЩt matter if that advice involves answering one question or helping to develop and manage a lifelong financial plan. A key advantage is that Capella Financial does not have relationships or affiliations with any banks, brokerages, or insurance companies so that clients can be assured that our advice is free from the conflict that compensation from such arrangements often brings. Capella Financial does not have any "one size fits all" financial plans, as every client's financial goals and needs are different. Every financial plan is tailored specifically to each client's specific situation.

Many people have other specific areas of expertise and don't feel confident in their financial planning decisions (or maybe the process just bores them to tears). Other people feel fairly confident in their financial decisions and just want a second opinion on their status and strategies. Most people fall somewhere in the middle, needing help with some of the more complex topics such as retirement and college education funding or choosing an appropriate asset allocation and corresponding investments. No matter where you fall on the spectrum of financial know-how, an objective opinion is invaluable in our busy, information-filled world.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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