OUR EDUCATIONAL AFFILIATIONS

Ethos Capital Advisors
Where Clarity Meets Confidence

Ethos Capital Advisors is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.

Ethos Capital Advisors was founded with the goal of assisting clients in every aspect of their financial lives. We offer all clients personal, customized service. For each of our clients, we strive to refine financial strategies to provide stability and confidence on the path to financial independence.

Our staff consists of experienced professionals with a “hands-on” approach to financial guidance. Our team members are knowledgeable and genuinely care about helping our clients achieve their goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their financial goals and dreams.

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HOW ETHOS CAPITAL WORKS FOR YOU!

REFINED DECISION-MAKING

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“ We strive to help you refine your finances so you can pursue your goals with clarity and confidence.“

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PROVIDING YOU THE
TOOLS FOR YOUR SUCCESS

At Ethos Capital Advisors, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Pharmaceutical Benefit Planning

Our advisors can help you navigate the complexities of your benefit plan so you can refine your
decision-making and pursue the retirement goals you have worked hard to secure.

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JOHNSON & JOHNSON

OUR PROCESS

Ethos Capital Advisors’ process will potentially help reduce risk and increase the value of your retirement financial plan through comprehensive benchmarking and analysis. A one-size-fits-all financial plan does not exist. Like your needs, objectives, and goals, your financial plan should be developed from what is most important to you. We are here to help.

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GUIDING YOU TO
CLARITY AND CONFIDENCE

Step 1: Retirement Income Planning
  • We’ll plan and help create a strong and predictable income which is the foundation of a comfortable lifestyle.

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Step 2: Investment Planning
  • Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.

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Step 3: Tax Planning
  • We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.

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Step 4: Health Care & Medicare Planning
  • The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.

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Step 5: Estate & Legacy Planning
  • Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.

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