Your legacy is the mark you leave on this world and the people you touch along the way. It encompasses the past, present and the future and helps to define how you will be remembered long after you are gone. At Capital Intelligence Associates, we help live your legacy at every stage of your life by helping you plan with purpose and align your values with your goals and priorities.
The advisors at Capital Intelligence are Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Capital Intelligence Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA