Local Financial Services Organization Expands Advanced Planning Resources for Clients

Sept. 14, 2010 - PRLog -- Local financial services firm, Capitol Financial Solutions, is announcing an affiliation with The Financial Resource Network to expand offerings in the areas of business, estate and succession planning to its clients.

With main offices located in Raleigh, NC, Richmond, VA, Roanoke, VA and now Chicago, IL, Capitol Financial Solutions (CFS), a member of John Hancock Financial Network, is dedicated to assisting families, businesses and professionals in the accumulation and protection of wealth. According to Robert C. Turner, CLU, President and CEO of CFS, this new affiliation with The Financial Resource Network (FRN) brings additional resources including a highly experienced trust and estate attorney to clients who are facing the complexities of estate and legacy planning as well as business succession planning for business owners.

“Through our relationship with the FRN which is led by one of our industry’s top business, estate and succession planning financial professionals, Lou Cassara, CLU, ChFC, we are able to immediately expand our insurance and investment product offerings for advanced financial solutions to meet our clients’ needs,” explains Turner.  “Our passion for providing the best and most appropriate financial solutions, services and resources to our clients is reflected in this new affiliation.”

Says Cassara, “For over 28 years, The Financial Resource Network has served business owners and high net worth individuals by better educating, organizing and preparing them for the inevitable financial issues that they will face. We are very excited to be part of the Capitol Financial Solutions group of specialty financial services companies.” Cassara is also a nationally recognized author, speaker, and teacher on communication and client relationships.

The relationship with the FRN has already benefited clients of CFS.  Randy Hebert, a manager with CFS, who is working with a successful local business, brought in the FRN team when he realized that the owners of the business needed additional expertise to develop a business succession strategy as well as personal estate plans.  “The experienced advisors at FRN demonstrated to this client that there were a number of estate and business planning issues that needed to be addressed to help the business continue to grow and prosper well into future and most importantly, helped them to take action on these important issues.”

Bringing financial specialists to clients locally and regionally is also part of the CFS strategic growth strategy.  Other affiliated financial firms include 1752 Financial Solutions in Richmond, VA, Bluestone Financial Solutions in Harrisonburg, VA, Hermitage Wealth Management in Richmond, VA, and Valley Financial Solutions in Roanoke, VA.  “We believe that by creating a network of highly skilled financial professionals through these affiliated firms we are able to offer our clients deeper, broader and more comprehensive financial solutions tailored specifically to their needs. It’s what sets us apart,” continues Turner.

About Capitol Financial Solutions
Capitol Financial Solutions, a member of the John Hancock Financial Network, has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors.  

Capitol Financial Solutions is independent of John Hancock and Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Advisor and Broker/Dealer for  John Hancock Financial Network.  201-20100813-57775

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Capitol Financial Solutions, a member of the John Hancock Financial Network, has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals.