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CapitalClub
Access the technologies, educational materials, and communications once reserved for our high-net worth clients. $99/mo | cancel anytime.
A New Way to Wealth
What’s Included
Use the same technologies we use with our clients to support your DIY strategy (you can always hire us to help you with them too)
Technology
eMoney Personal Financial Dashboard
See your entire financial situation today, as well as every year into the future. Includes a weekly email summarizing how all your accounts did for the week.
PlanConfidence Monthly 401k Allocations
Investment recommendations unique to you and your retirement plan at work, updated monthly.
Investing
Invest on your own, or hire us to help you
InvestLikeEric Stock Portfolio
Our President, Eric Hagen, is growing his own $25k account to $1M. You can invest & trade your account(s) in the same stocks Eric invests his accounts in - updated every time he makes a trade.
Weekly Economic Video Update
Join us Live Monday’s at 9AM CST as we keep our finger on the pulse of what’s really happening in the economy & the stock market
Capital Markets Update & Outlook
Join our Chief Investment Officer monthly as he provides a balanced approach to what is going on in the economy & the stock market - the positives, negatives, and what he thinks it all means moving forward.
Education
Making your next financial decision, and the one after that, a good one… starts with education
CapitalCoaching Calls
Join us as we deliver the latest information in our never-ending effort to help you make your next financial decision, and the one after that, a good one.
CapitalClassroom Education Series
Deepen your understanding on a wide range of topics from taxes, to Medicare, Social Security, estate planning, caregiving, college planning, and more.
Guest Speaker Viewing Parties
Join us as we bring in a guest speaker on a variety of topics
Financial Fitness Checkup
Tools, resources, & questions to ask yourself on a regular basis to help you stay on track for reaching your financial goals
Quarterly Financial Deadlines Reminder
All the key deadlines that could affect your finances - updated quarterly!
Key Financial Data Reference Card
All the key numbers that could affect your finances - updated regularly!
Communication
Making your next financial decision, and the one after that, a good one… requires communication
Essential Living Lifestyle Magazine
Money is a tool to live your best life. A client favorite, this monthly magazine is packed with articles on topics to do just that - including food, home, hobby, exercise, pets, & more!
Keeping in Touch Email
Timely email updates with relevant information.
CapitalCommunications Newsletter
The same newsletter we send to our full-service, high-value, investment management clients.
More…
Discounted Tax Prep by a CPA
As a CapitalClub member, you get a discounted rate on tax preparation services performed by a Certified Public Accountant
Discounted Legal Docs by an Attorney
As a CapitalClub member, you get a discounted rate on legal documents prepared by an attorney - including wills, Trusts, Power-of-Attorneys, Health Care docs & more.
LifeInsuranceAnalysis
Have our independent insurance agents analyze your current policy(ies) to see if you can get a better deal (no extra cost & no obligation to buy)