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

See Disclosures

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

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

Our Office, 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

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

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

Disclosures

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