Samuel Capps
FIC, RICP®
Proactive financial guidance focused on your goals and values
State(s) Licensed: AZ, CA Insurance Lic. #0F12606, CO, NY, OR, TX, VA, WA
11711 SE 8th St, Ste 201
Bellevue, WA 98005
Proactive financial guidance focused on your goals and values
State(s) Licensed: AZ, CA Insurance Lic. #0F12606, CO, NY, OR, TX, VA, WA
Helping professionals achieve a work-optional lifestyle
For more than 25 years I have been guiding clients to financial confidence through a thoughtful and purposed-based financial planning process. My practice is centered around service, building lifelong relationships and developing well researched financial plans that clients can rely on for:
-Tax-efficient financial strategies
-Wealth transfer and estate planning
-Income protection solutions
-Charitable giving
-Professional investment management
I value transparency and accountability. My priority is providing clients expert counsel to help minimize risk and develop opportunities in a complex marketplace.
At the end of the day you have one question: Will the assets I have last throughout my retirement and allow me to achieve my goals? Together we can identify the answer to that question.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Bellevue Office
- Phone:
- 425-818-4843
- Mobile:
- 206-854-7993