Truth Before Facts

Phone: 602.522.2234

Products and Services

There are many financial products in the market, and so choosing the ones that best meet your individual needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment.

Products and services include:

  • Individual Retirement Accounts
  • 529 Qualified Tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • 401(k) Plans
  • Simplified Employee Pension Plans
  • SIMPLE IRA Plan (Savings Incentive Match Plan for Employees)
  • Qualified Retirement Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits


There are no warranties implied.

Capital Asset Advisors LLC is a registered investment adviser located in Phoenix, AZ Capital Asset Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Capital Asset Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Capital Asset Advisors LLC web site on the Internet should not be construed by any consumer and/or prospective client as Capital Asset Advisors LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Capital Asset Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Capital Asset Advisors LLC please contact the state securities regulators for those states in which Capital Asset Advisors LLC maintains a registration filing.  A copy of Capital Asset Advisors LLC current written disclosure statement discussing Capital Asset Advisors LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Capital Asset Advisors LLC upon written request.  Capital Asset Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Capital Asset Advisors LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Insurance products and services may be offered and sold through individually licensed and appointed insurance agents.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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