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Investing For the Future

8240 Beckett Park Drive, Suite B
West Chester, OH 45069

Phone:

(800) 891-6458

Fax:

(866) 315-9997

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Capital Advisory Services, LLC.  We are a Registered Financial Professionals providing individuals and small business owners a wide array of financial services and investment options.  We focus on Retirement PlanningAsset ManagementCollege PlanningInsurance and Small Business Retirement Plans.  We offer not only traditional investments but also alternative investments such as non-traded Real Estate Investment Trusts, non-traded Business Development Companies, gas & oil programs and leasing programs.  We invite you to explore our web site to gain a better understanding of our

firm and how we help our clients plan for and meet their financial goals. Please take time to visit our Learning Center featuring on-line seminars, calculators, financial articles, newsletters, and a tax library.  Feel free to contact us with any questions and let us know if there is any other information you would like to see on our website.  Thank you for stopping in, we appreciate you taking the time to visit us.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Determine whether you should consider refinancing your mortgage.

This calculator can help you estimate your annual federal income tax liability.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator can help you determine how soon you can pay off your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck