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Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000

About Capitol Financial Consultants, Inc.

Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include:


Personal Financial Planning


Investment and Wealth Management


Tax Planning and Preparation


Risk Management


Retirement Planning


Education Funding


Estate Planning


Business Planning and Services

General Information

Firm Start Year

1988

No.of Employees

2-4

CRD#

5124838

Firm CRD#

109800

Name of Custodial Firm

TD Ameritrade

States Licensed in

Virginia

Years of Experience in Financial Services

16

Number of Years with Current Firm

10

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities

Services

Investment Types

Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Via Phone, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®

Insurance and Annuity Licenses

Variable Annuity, HMO, Life, Annuity, Disability, Long Term Care, Variable Life, Health

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

$200,000,000.

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000