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Our Commitment To You:

We promise to maintain strictest security, privacy, and confidentiality at all times. We will always seek to keep a similar risk tolerance level to that which you currently carry. Help build protection from loss into your plan. Make your goals our goals and help you achieve them. Respect your contacts and references.

We Will Ask You To:

Please respect our time by being on time for appointments and coming prepared, having completed any work agreed upon. Understand how we are compensated. Should you choose to do so, you can use our firm to implement any financial products that are appropriate to your overall strategy. Expand your field of influence by introducing us to the people you care about, but only if you have benefitted from the process.

Disclaimer

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), Member FINRA / SIPC . Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Not practicing podiatry for Guardian or its subsidiaries or affiliates. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2019-73044 Exp 02/21

Important Disclosures

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