Dan Harriman             Investment Advisor

WELCOME!

I believe that good financial decisions don't have to be confusing and most people once presented with strategies that make sense will make the right decisions.  Capital Choice Financial Services is a national network of independent professionals dedicated to bringing highly competitive financial products and services to consumers. We take pride in offering simple, common sense principles that may help you achieve more of your financial goals.

This site will not only introduce you to our company philosophy and services, but will also offer a wealth of educational materials, articles, newsletters, financial calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.  This educational material is updated frequently so please come back and visit often.

If you want to schedule a complimentary meeting, have us prepare a personalized MoneyMap™ for you, or even if you just have a simple question and want to talk to someone, you can:

  • E-mail me at dan@ccfinvestments.com
  • Call me at (512) 918-1900

I look forward to helping you in any way I can.

Dan Harriman
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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