Questionnaire


Let’s Get Started!

As part of our four-step Alpha Plan process, we’d like to get to know you and what your goals for retirement are. Please take a few moments to answer the following questions to help us assess your objectives and your risk tolerance. Once we have your responses, we’ll start working on your customized strategy for retirement.

Invest to support current spending options:

Questionnaire - Current Spending

Step 1 of 8

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@capitalainvestments.com or call us at 724.658.4211 today!

kit

Get your retirement kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

Retirement Kit

kit