Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Sandy As a lifelong Harrison/West Harrison resident, Sandy is grateful to work within the community that means so much to her and her family.
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A lifelong Harrison/West Harrison resident, Jason has been with Capital Concepts, Inc. since 2014. Jason enjoys operations combined with the ongoing opportunity to meet and even surpass client expectations.
A lifelong Harrison/West Harrison resident, Kathy is part of our administrative team offering support to our staff and clients. Kathy lives in West Harrison, Indiana with her husband. She enjoys spending time with family and is...
Katrina is part of our administrative team offering support to our staff and clients. Katrina lives in Hidden Valley, Indiana with her husband and daughters. She enjoys spending time with family and coaching her daughter’s soccer team.