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Old School Capital

Personal Financial Planning

Since 2001, Old School Capital has strived to develop a unique way to provide investors with a better wealth experience.

We help you to clarify, prioritize and achieve your goals. You face many important questions and decisions about your future, but we believe that there are really only four that matter.

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    Old School Capital Assists With The Following:    

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

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Risk Management

Property Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Social Security


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