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Ways To Partner

Individuals What is YOUR Lifestyle Plan? ....Today?
...in 2 years.....in 10 years.....in 30 years? Plan Better Lifestyle Plans for: Corporate "Because your COMPANY Cares about it's Employees and their
RETIREMENT PLANS" 401(k) SUCCESS Private Practices "Because you Understand the Importance of an EXPERT!" Trust in Us Wealth Transfer & Trust “Prudently PROVIDE for Generations Present and Future” LEAVE YOUR MARK Families “Lifestyle Plans that LIVE with YOU to
MEASURE & QUANTIFY
Your Families Needs, Wants & Wishes” GAIN CONFIDENCE Small Business “Helping you GROW and PROTECT your Pride and Joy
and It's Metamorphasis through TIME" PARTNER WITH US

Access to Professional Advice    |    Service Arrangements for EVERYONE.

My Why.
My Why.

Access. Choice. Transparency.

“Capital Investment Company of Virginia was founded upon a desire to advise and steward best interest solutions and services that, at their foundation, represent the standard of excellence of the trust placed in them by the individuals, families and businesses we partner.” — J. Andy Ingram, AIF ®

Access to Professional Advice
Access to Professional Advice

Arrangements For EVERYONE

Access, Choice and Transparency are the driving forces behind the Fee Structures available to our Partners. Professional Advice that is fair and equitable, at an early stage of the financial lifecycle, is vital to success. For FAR too long, this conversation has been un-attainable to those without accumulated assets of a certain size. We have eliminated that barrier.

Choose Your Pace & Path, Begin the Conversation!

SELECT YOUR NEEDS

We offer “Menu-Based” pricing for Professionals and their Families.

EVERYONE should have ACCESS to a Financial PROFESSIONAL.

No Asset Requirements or Contracts.

A LA CARTE

FLAT FEE

YOUR PATH | YOUR PACE

THE Budget Friendly “Subscription”

A Very Popular Comprehensive Arrangement that allows the Partnership Agreement to be fulfilled over time in modal (Monthly, Quarterly & Annual) installments.

A Great way to obtain Sophisticated and High Level Planning!

POPULAR

SUBSCRIPTION PLANNING

BEST FIT FORMULA

A Unique, HYBRID Structure

available upon request

Sometimes a Comprehensive Financial Plan

is not needed or isn’t cost efficient

for the Partnership.

HYBRID

PLAN + ASSETS

A Unified Digital Experience Unlike Ever Before

There will never be a subsititute for human advice and the advisor-client relationship. Deepen the conversation and your engagement for a greater well-being experience.

Convenience / Planning / Technology

Where Technology & Advice Intersect

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Design / Illustration

Visualizing strategies and ideas

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Design / Measured / Retirement

Delivering Measurable Comprehensive Advice

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Analytics / Illustration / Perspective

Simple. Interactive. Informative.

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Needs / Wants / Wishes

Guiding & Shaping Your Vision

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Man on couch
Design / Process / Success

Gaining Confidence While Reducing Anxieties

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Lifestyle / Success / Trends

Elevating Your Comfort

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Perspective / Real-Time / Technology

Transforming Your View of the Future

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Collaboration / Lifestyle / Success

Setting You Up For Success.

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Individuals / Relationship

CHOICE For Professionals

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Convenience / Real-Time / Technology

Access. Transparency. Mobility.

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 Capital Investment Company of VA  |  Plan. Invest. Insure. Live. Grow.