Home - Capital Choice Ohio

Build the Retirement You Want.

Ohio’s Premier Financial Planner Will Help You Get Organized, Optimized and Excited for Your Next Adventure

Your Retirement isn't going to Plan Itself!

Do any of these feel familiar?

If so...

You Can Still Build a Retirement You’re Thrilled to Live.

We are Capital Choice and Our Financial Planners Will Help You Optimize Your Retirement Plan

We have seen the stress that it puts on a life and a marriage when we sit with clients and they “don’t know where to begin.” Many of us started in the same place, asking many of the same questions you might have, like “What do I have?” “What do I need?” and ultimately “What does it mean?” Getting the answers to these questions is the secret to building your own personal wealth.

Our office has helped thousands of clients discover what they need to know in order to build their ideal retirement. We do this by teaching proven financial principals and providing complete solutions to build wealth and deliver on their goals.

And we’re confident that we can do the same for you and your family.

Discover What our Clients
Benefit From

The Answers You Care About, Fast!

You will have a Personal Dedicated Advisor so that you can avoid those “Careless Call Centers,” so that you only speak with someone that knows you, your needs and your goals.

Save More to Build Wealth and Enjoy Life With

With our Debt Management Guidance, you will get a well-developed plan and continued partnership so that you can start living your life free from debt.

Peace of mind that your needs are being met

Our Structured Review Schedule won’t leave you guessing when you will hear from your Advisor. You will continue to be informed and confident your plan is working.

Introducing
The Capital Choice Way:

Step 1: Schedule

We’ll speak over Phone/Zoom to understand your goals, get your questions answered and determine if process is right for you.

Step 2: Setup Your Plan

We develop your Financial Plan by organizing what you have and recommending what you will need to put it into action.

Step 3: Build Wealth

You’ll finally be on the right path to financial wellness, putting you on your way to a retirement plan you can be proud to enjoy.

As Featured in:

How are we different?

Capital Choice

Never left guessing who you will speak to when booking with your Personal Dedicated Advisor
Always know when you're going to work with your advisor through our Easy On-Demand Booking
No mysteries with your planning through our use of Complete Holistic Planning
You will gain a True Budget Accountability partner when you work with us
No such thing as "one-size fits all" when we discover your Ideal Budget Management
With Continuous Booking you will always be scheduled and know when you'll be personally updated
Stay on the right track with Personalized College Planning for your educational saving plans

Large Financial Institutions

Lose more of your valuable time with their long hold times only to be met with an Annoying Call Center
Continue to be at their mercy of availability with their Business Hour Scheduling
They provide Limited Asset Management, the rest of your wealth planning is up to you
They won't offer any sort of budget assistance leaving you to Figure It Out On Your Own
No such thing as "one-size fits all" when we discover your Ideal Budget Management
If you're lucky, they might offer Generic Budgeting Templates, if they offer anything at all
Your education planning will be Lumped with your Total Portfolio, putting extra risk to your plan

Introducing
The Capital Choice Way:

Dedicated Advisor

You'll have direct contact with your personal Financial Consultant, avoiding the annoying call centers, so you get the answers you need, fast.

Common Sense Planning

You’ll receive a tailored retirement roadmap for your needs, keeping you informed and educated about the clear decisions you will begin making.

Debt Management Plan

You will get a plan to eliminate your debt which will limit the amount of income you are losing to creditors leaving more for you to build wealth and enjoy your life with.

Structured Review Schedule

You will always have a rolling appointment scheduled to speak with your advisor, keeping you informed and confident that your plan is on track and working.

On-Demand Advisor Scheduling

You’ll have direct access to your advisor’s calendar, which allows you to get the advice you need right when you need it.

Strategic College Planning

You will get an Educational Savings plan that takes special considerations separate of your overall planning. This will limit unnecessary risk at your children’s expense.

Actionable Budget Assistance

You will be assessed and recommended the best tool for your family to manage your budget, providing everyone the ease and accountability to stay on track.

Debt Free Planning

You’ll be provided with accountability to erase your debt, resulting in less stress as the creditors call less, or outright stop.

To get all this and more…

You want to see how we can help, don't you?

We do have limited scheduling availability, so act fast to get the best time for you. Simply pick a time and a date and fill out the form and your dedicated advisor will meet you on a Zoom Call at your scheduled time.

The Ultimate Wealth Starter Toolkit

If you’re between 40 & 60, you are in the retirement red zone, which means you need to start getting serious about retirement. This guidebook covers all the essential information for quickly and effectively organizing your finances, all while empowering you to develop a wealth plan that excites you. In just One Day it will provide you with comprehensive insights and actionable steps to help you establish a solid financial foundation and achieve your goals.