Capita Financial Network, LLC

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Capita | Utah Financial Planning Solutions Call Us Start Here Case Studies About Contact Education Center Client Login Start Here Category No items found. All treatments No items found. No items found. No items found. No items found. Case Studies About Education Center Client Login Contact Get Started Call Us Get Started With you every step Your Personalized Financial Network Get Started Make It Simple. Think Capita. Learn What Makes Us Different It s Much More than Money Management We focus on one thing -- building long lasting relationships with individuals, families, and business owners through comprehensive planning to meet your specific goals. Our greatest reward is helping you with whatever life brings your way. ‍ Click below to see some hypothetical case studies. ‍ The Retiree The Background: Susan is a registered nurse who works full-time. She has a 401(k) as well as a company sponsored pension. She is a widow who remarried at the age of 60 with 3 grown children. Goal: Susan has loved her career as a caregiver and would like to retire at age 65, make the correct pension decision, and live comfortably throughout retirement. The Challenges: Susan is unsure if she will have enough money to retire comfortably. She doesn t know which pension option would be best, how to strategize her social security benefits, or what to do with her 401(k). We focus on one thing -- building long lasting relationships with individuals, families, and business owners through comprehensive pla

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