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Sue Poe Email
Client Services Specialist and Project Manager . Capital Strategies Group
Birmingham, AL
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Employees:
28Revenue:
$4.3MAbout
Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. We cultivate and analyze data to inform effective, proprietary life insurance planning, while utilizing intelligent, tax-efficient strategies to minimize income- and estate-tax liabilities. Since 1989, we have earned the confidence and trust of our clients by delivering the highest level of service and excellence in coverage. Our firm’s singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today. ***Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor, Member FINRA/SIPC. Capital Strategies Group, Inc. is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or successCapital Strategies Group Address
850 Shades Creek Parkway, Suite #300Birmingham, AL
United States