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Jeffrey Lippman, ChFC®, CFP®
Capitol Financial Consultants, Inc.

Tel: 703-821-2000
8180 Greensboro Drive, Suite 1150
McLean, VA 22102

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

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General Information

Firm Start Year:   1988
No.of Employees:   2-4
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   Virginia
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

Qualifications & Memberships

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

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


Office Hours

Mon. 9:00 AM - 7:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 7:00 PM
Thu. 9:00 AM - 7:00 PM
Fri. 9:00 AM - 7:00 PM
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