Capital Advisors

Capital Advisors Capital Advisors is an independent financial services firm dedicated to helping clients create, protect, and preserve wealth.

We are focused on providing exceptional client service and building long-term relationships.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
09/25/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

To all observing Yom Kippur this weekend, we're sending our sincerest wishes for a meaningful and hopeful Day of Atoneme...
09/21/2026

To all observing Yom Kippur this weekend, we're sending our sincerest wishes for a meaningful and hopeful Day of Atonement.

May this sacred time of reflection, repentance, and communal connection bring you clarity and renewal. And to those fasting, we wish you an easy fast filled with hope and renewal. G'mar Chatima Tova.

Questions around cost, administration, and company size continue to influence how some small businesses approach retirem...
09/17/2026

Questions around cost, administration, and company size continue to influence how some small businesses approach retirement plan offerings. At the same time, industry trends suggest that plan accessibility and flexibility have expanded in recent years. Swipe to learn more.

If you would like to discuss your current 401(k) offering, Safe Harbor plan options, or employee participation strategies, contact us. We are here to help.

It’s hard to stay focused on long-term financial goals when everyday life is constantly competing for your time, attenti...
09/15/2026

It’s hard to stay focused on long-term financial goals when everyday life is constantly competing for your time, attention and money.

That’s where having someone who understands your whole financial picture can help. A financial advisor can help you think through your options, answer questions as they come up, and make sure the decisions you’re making today still support where you want to go.

You don’t have to figure it all out on your own. Schedule a free, no-obligation conversation with our team: https://app.greminders.com/o/5598e3c1

Wishing everyone observing Rosh Hashanah a meaningful and joyful start to the Jewish New Year. May this season bring ren...
09/12/2026

Wishing everyone observing Rosh Hashanah a meaningful and joyful start to the Jewish New Year. May this season bring renewal, reflection, and sweetness in the days ahead.

Our team is grateful for the opportunity to celebrate new beginnings with our community. L’shanah tova!

For millions of Americans, a 401(k) is one of the main ways they save and invest for retirement. Today, on National 401(...
09/11/2026

For millions of Americans, a 401(k) is one of the main ways they save and invest for retirement. Today, on National 401(k) Day, swipe through for a few things worth knowing and how it can help you prepare for the future.

A strong 401(k) plan is more than just a benefit; it's an important part of attracting and keeping employees who are thi...
09/09/2026

A strong 401(k) plan is more than just a benefit; it's an important part of attracting and keeping employees who are thinking about their financial future. Recent research found that 58% of Gen Z and Millennials 401(k) participants expect their personal retirement accounts to be their main source of retirement income, instead of Social Security. A quality 401(k) plan can help your small business stand out, attract great people, and give them a reason to stay.

09/08/2026

One financial habit we recommend: Check MissingMoney.com once a year. If you've moved, changed jobs, changed utilities, or changed your name, you might have some unclaimed property that is rightfully yours. It's free. It's quick. It's safe. And you never know what you might find.

For business owners, it’s easy to measure progress by revenue, growth or the next big goal. But some of the best measure...
09/08/2026

For business owners, it’s easy to measure progress by revenue, growth or the next big goal. But some of the best measures of success aren’t found on a spreadsheet. Are you solving a problem for your clients? Making their lives easier? Creating a workplace where good people want to stay? Those are the things that create real value, and often, success follows.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break. Please note that our office will be closed today, in observance of the holiday, and will reopen on Tuesday, September 8th.

Address

1505 Mangrum Street
Pflugerville, TX
78660

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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