Privacy Policy: This website does not use cookies for marketing or tracking purposes. Any cookies present are server side only and should not track your data.
We also do not sell any information obtained through our website or through our booking website. In the practice of our business we engage reputable third party vendors to provide certain business related services. These vendors may include tax and accounting software providers, cloud storage providers, customer relationship management service providers,
scheduling and other communications software, and compliance software. While we make no representations as to the privacy practices of our 3rd party vendors, we strive to only use reputable vendors to prevent the abuse of your information.
Terms & Conditions: Please note that contacting us via form, email, phone or other methods does not constitute the creation of a business relationship or obligation. All information provided here is for general use only and no representations are made as to the applicability to any one individuals financial needs. By using this site you agree not to hold Capital Gains Advisory LLC liable for any harm or damages related to the misacts, negligence, or breaches of duties by any vendors used. You also agree that Capital Gains Advisory LLC is not formally engaged to provide services until the completion of a Letter of Engagement with a detailed scope and the required payment of any retainers stipulated in the Letter of Engagement. For complete terms and conditions, please read your letter of engagement thoroughly before signing.
LEGAL DISCLOSURE: INVESTMENT ADVISORY SERVICES OFFERED THROUGH D.L. FIELDS ADVISORY GROUP, LLC.
CAPITAL GAINS ADVISORY, LLC. & D.L. FIELDS ADVISORY GROUP, LLC ARE INDEPENDENTLY OWNED AND OPERATED
FOR MORE INFORMATION VISIT WWW.FIELDSRIA.COM.
D.L. FIELDS ADVISORY GROUP, LLC. IS A STATE REGISTERED INVESTMENT ADVISER.
STATE REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF D.L. FIELDS ADVISORY GROUP, LLC BY THE VARIOUS STATE REGULATORS,
NOR DOES IT INDICATE THAT D.L. FIELDS ADVISORY GROUP, LLC HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY. INSURANCE PRODUCTS ARE MADE AVAILABLE THROUGH THE LICENSED INSURANCE AGENTS AND AGENCIES THAT ARE AFFILIATED WITH D.L. FIELDS ADVISORY GROUP, LLC.
STEVE HARRISON IS A REGISTERED INVESTMENT ADVISORY REPRESENTATIVE WITH FIELDS RIA
x
About
We are credentialed tax and licensed investment professionals.
We only offer advice when qualified to. We aim to add value to our client's life. We particularly enjoy working in these areas:
Partnerships and LLCs
International and Multi State Filers
Taxation of Inheritance and Gifts
Real Estate and Stock Transactions
Goal and Values Driven Investing
Our prices will vary depending on client needs, complexity and the risks we must assume to serve. For more information, please contact us.