Who We Are

I’m Linda Housand, a seasoned financial advisor, serving individuals, families and small businesses with financial advice, planning, investment, and insurance services.

 

The mission of my practice is to help people build successful financial lives. To give people knowledge and guidance along their journey toward financial independence.

 

My strategy is to listen and understand the person behind the plan, to work with people of a like vision, using carefully vetted products and services, delivered with outstanding service, and to coach and guide them on the life-long journey toward their goals.

 

Some might call it a quest, but that’s defined as a “long, arduous journey,” and our walk together certainly won’t be that hard. And some might ask, “what is financial independence?” to which our mutual reply will be “the freedom to make choices.” Now, that might be where our children further their education, whether we’re fishing from a yacht or a bucolic farm pond, whether we can offer help to someone in need, whether we build a cabin or a castle, what benefits we offer our employees, and when we can circle the date on the calendar for our retirement party.

 

All that sounds lofty, what it is in a practical sense is that we listen to each other and decide whether I can be a help to you and whether you want my help. We agree on the structure for our relationship, and proceed by gathering facts and figures. I’ll then write a financial plan that includes choices – your values determine the “how” in implementing your plan. Plan in place, I will continually monitor the trajectory, communicating the progress along the way and adjusting course as life throws you setbacks and windfalls. In a nutshell, we work together, using my knowledge, experience and tools, with your dedication to your goals. Commitment to your plan can take a bit of willpower but if you keep your eye on your goal, the journey can be delightful.

 

So what are we doing along the way -- Creating and safeguarding multi-generational wealth, saving and spending in a tax-efficient manner, understanding and being prepared for risk, having an efficient estate plan and legal documents in place, and securing assets for a joyful retirement that is free from worry. Regardless of where you start from, it may very well be that together we can improve your financial future.

 

Capitol Financial Solutions is in Raleigh, N.C., and I serve clients in many U.S. locations. Contact me today to get started on a better tomorrow: (919) 719-3808 or lhousand@capfs.com

 

To schedule a seminar or speaking engagement, please send an email including a range of dates desired and topics  of interest, and we will respond with availability.