Broker Check

Old School Capital

Personal Financial Planning

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.

Learn more

    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

Learn more

Investments

Money Market Instruments

Certificates of Deposit

Treasury Bills & Notes

Municipal Securities

Corporate Bonds and Commercial Paper

Common Stock

Mutual Fund Shares

Exchange Traded Funds

Options

Warrants

Futures

Alternative Investments (Hedge Funds, Oil & Gas, Real Estate, Mezzanine, Venture Capital, Private Equity)

================

Brokerage Accounts

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Variable Annuities





Learn more

Risk Management

Property Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Social Security


Learn more