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Our Services

At Capital Financial Benefit Solutions, LLC, we provide expert assistance in the following areas:

Investments

Bonds**
Check Writing
Common Stock**
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Government Securities**
Treasury Notes**
Variable Annuities

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Financial Planning

Retirement Plans
Tax Plans
401k Planning
403b Planning
College Plans
Estate Plans
Money Management
Money Purchasing Plans
Profit Sharing Plans

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Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance
Individual Health Insurance
Group Health Insurance

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** These securities products are provided by HTK Series 7 registered representatives.

***All investment advisory services are provided by HTK Investment Adviser Representatives.


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