Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.

Who We Serve

The top three professions we specialize in serving for financial planning:

Federal Employees

Federal
Employees

FERS & CSRS Participants

Healthcare

Healthcare Professionals

Physicians, Dentists, RNs, CRNAs, Pharmacists, Physical Therapists, etc.

Business Owners

Business
Owners

Home Health, Dental practices, Restaurants, etc.

Financial Services We Offer

The road to retirement should be paved with confidence.
At Defined Capital, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.

Retirement Income Strategies

Wealth Management

Annuities

Investments

IRA/401(k) Rollovers

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

IRA Legacy Planning

The Defined Path Process

Using our Defined Capital process, we develop strategies to help you in three key areas:

Put Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will my money last as long as I do?”

Strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the protection phase. We help you minimize retirement risk by incorporating a variety of products and services.

These services include life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy.

Those can include trusts, probate, charitable contributions, estate planning and more.

Cost of Services

*Discovery Calls and First Meetings are Complimentary.

We believe full transparency builds trust with our clients.
Below are the two methods we get compensated.

1. Financial Planning - Instead of charging by the hour or per appointment, the cost of developing a customized financial plan is a flat annual fee typically in the range of $1,000-$2,500 that can be spread out monthly. This fee is based on case complexity including the amount of time and work to build the financial plan.

2. Asset Management - This fee is based on the value of your account.  If your account grows, we grow.  Our fee schedule ranges from 0.5% - 1% based on invested assets and portfolio maintenance. Clear aligned interests with our clients is essential for an effective long term partnership.

Get Started with Defined Capital
in 3 Easy Steps

01

Schedule a complimentary meeting for either an in-person visit or a video call.

02

We’ll learn what’s most important to you, review your current financial situation and help you determine how much money you need to live comfortably in retirement.

03

We’ll help you implement a strategy that reflects your goals — and keeps you on track.

Take the first step by scheduling a complimentary visit.

Click the button below or call us at (630) 544-2525.

Schedule Now