Broker Check


December 11, 2017

service: (sur-vis)

Noun: An act of helpful activity; help; aid.

“to do someone a service.”

As we approach the Holiday Season and New Year, many of us reflect on how fortunate we are this time of year. At Capitol Financial Solutions, we believe that a career in Financial Services goes beyond financial planning and wealth management. To our associates, the term “service” beckons a holistic approach to bettering people’s lives in our area and throughout the United States.

#capitolcares is more than another hashtag or social media campaign. The purpose behind this is to showcase our mentality as a firm for serving our clients and the community. Whether donating money to charities, volunteering at local non-profits, or helping with financial literacy, #capitolcares is our modern day mission statement.

Why do we engage in this mindset? At Capitol Financial Solutions, our colleagues find immense gratitude and fulfillment by giving back to people and organizations that matter to them and their families. This collective mindset leads to a culture of accountability in our representatives by constantly driving them to find more ways to give back to people in need.

If you need a tangible idea of how our associates give back, please Google “#capitolcares" and feel most welcome to contact us if you would like to be involved as we continue to give back to our beloved community.

Merry Christmas and Happy Holidays to you and yours.

William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC