Kerrie Coe-Regions Financial Advisor

Capital Strategies, Inc. is a registered investment advisor based in Indianapolis, IN, offering a range of consulting services such as investment management and financial education programs. They specialize in providing investment supervisory services to individual clients, trustees, and corporations nationwide, with a focus on fee-only services, charging solely for assets under management. As an independent firm, Capital Strategies operates solely in the best interest of their clients, steering clear of serving as a distribution channel for financial products. Collaborating with academic researchers, they conduct studies on the advantages and drawbacks to employers of providing financial education and investment advice to their employees. This research equips CSI advisors with valuable insights to make informed consulting and investment decisions. By partnering with Capital Strategies, individuals can take proactive steps towards securing their financial future and evaluate their progress towards a successful retirement through a straightforward four-step assessment process. Additionally, their team of advisors regularly shares insightful articles on managing finances, emerging technologies, lifestyle adjustments, and nostalgic reflections to keep clients informed and engaged. Generated from the website content