Capital Retention: Your Trusted Partner for Financial Services, Insurance, and Retirement Homes

Oct 26, 2023


Welcome to Capital Retention, your go-to destination for all your financial needs. As a leader in the industry, we provide a broad range of services including financial planning, insurance coverage, and retirement homes. Our team of dedicated experts is committed to helping you achieve your goals and secure your financial future.

Financial Services

At Capital Retention, we understand the importance of solid financial planning. Whether you are an individual looking to grow your wealth or a business owner seeking investment opportunities, our comprehensive financial services can meet your requirements.

Wealth Management

Our wealth management services are designed to help you build, grow, and protect your assets. We offer personalized investment strategies tailored to your specific goals and risk tolerance. Our team of financial advisors will work closely with you to create a comprehensive plan that aligns with your aspirations.

Retirement Planning

Planning for retirement is crucial to ensure a comfortable and secure future. Capital Retention specializes in retirement planning, catering to both individuals and businesses. Our retirement experts will assist you in crafting a plan that maximizes your savings, minimizes taxes, and provides a steady income stream during your golden years.

Estate Planning

When it comes to estate planning, Capital Retention has you covered. Our experienced estate planning professionals will help you protect your assets and ensure a smooth transition of wealth to your loved ones. From wills and trusts to tax planning, we provide comprehensive solutions to safeguard your legacy.

Business Financing

For business owners, securing proper financing is essential for growth and success. Capital Retention offers tailored financing options to help you fund new ventures, expand operations, or manage cash flow. Our team understands the complexities of business finance and will guide you through the process, ensuring you make informed decisions.


Protecting yourself, your loved ones, and your valuable assets is a necessity in today's unpredictable world. At Capital Retention, we offer a wide range of insurance solutions to provide you with peace of mind and financial security.

Life Insurance

Life insurance is a vital component of sound financial planning. We offer various life insurance options to safeguard the financial well-being of your loved ones in the event of an unforeseen circumstance. Our experts will help determine the right coverage amount and type of policy based on your specific needs.

Health Insurance

Your health is your most valuable asset, and having the right insurance coverage is crucial for comprehensive healthcare. Capital Retention partners with leading insurance carriers to offer tailored health insurance plans that meet your specific requirements. Our team will guide you through the selection process, ensuring you have proper coverage for your medical needs.

Property and Casualty Insurance

Protecting your valuable assets, such as your home, vehicle, or business, from unforeseen events is essential. Capital Retention offers property and casualty insurance coverage to mitigate the financial impact of accidents, natural disasters, theft, or liability claims. Our policies provide comprehensive protection, giving you peace of mind and financial security.

Long-Term Care Insurance

As you plan for your retirement, it's vital to consider long-term care expenses that may arise later in life. Capital Retention offers long-term care insurance solutions that provide coverage for nursing home care, assisted living, and home healthcare services. Our experts will help you select the right policy to safeguard your financial well-being in case long-term care becomes necessary.

Retirement Homes

Capital Retention understands the importance of comfortable and enjoyable retirement living. That's why we offer a range of retirement homes designed to meet the unique needs and preferences of older adults.

Independent Living

Our independent living facilities provide a vibrant and active community for seniors who want to maintain an independent lifestyle. With various amenities, social activities, and support services, our retirement homes offer a fulfilling and worry-free retirement experience.

Assisted Living

For individuals who require some assistance with daily activities, our assisted living facilities provide a safe and supportive environment. Residents receive personalized care, including assistance with medication management, meal preparation, housekeeping, and transportation. Our dedicated staff ensures the highest level of comfort and well-being.

Memory Care

Capital Retention also offers specialized memory care services for individuals with Alzheimer's or other forms of dementia. Our memory care facilities provide a secure and nurturing environment, with trained staff members who understand the unique needs of those living with memory impairment.


Capital Retention is your trusted partner for all your financial, insurance, and retirement home needs. We strive to exceed your expectations by delivering exceptional service and customized solutions. With our expertise and commitment to your financial well-being, you can confidently navigate the complex world of finance and secure a prosperous future. Visit our website,, to explore our comprehensive range of services and start your journey towards financial success today!

Edelmar Juarez
Impressed by expertise!
Nov 8, 2023
Sale Lilly
I've been with Capital Retention for years - their expertise is unmatched!
Nov 4, 2023
Nancy Kichler
Very informative! I trust Capital Retention for all my financial needs.
Oct 31, 2023