Broker Check
Our Process

Our Process

From helping you find the right protection for your assets and income, to eliminating debt and investing for the future, we help you develop a roadmap to improved financial health. No two people are the same. Our deep financial knowledge and broad life experiences inform our every decision.

Our Mission

Our Mission

We believe everyone deserves the choice to take control of their own financial future. So, we take a holistic approach to financial wellness. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future.

Find Financial Freedom with Capital Choice.

We empower Americans with the education and resources needed to help achieve and maintain financial wellness.

Our approach is designed to help your retirement weather the harshest of storms.

Find an Associate

 


WHAT OUR TEAM HAS TO SAY

At Capital Choice, we help free everyday families from the stress of debt, so they can focus on what matters most to them.

– Jason Cummings, Associate in Knoxville, TN

Capital Choice provides the resources I need to educate and support clients on their journey to financial wellness.

– Scott Marion, Associate in Knoxville, TN

With Capital Choice, I can help families in my community save and plan for the future — to help them reach their goals and dreams.

– Russell Bloodworth, Associate in Lillian, AL

Meet Our Leadership Team

Jason Cummings

Jason Cummings, RFC®

Sr. Director | SmartVestor

Read more
Scott R. Marion

Scott R. Marion, CFF

Wealth Advisor

Read more
Russell Bloodworth

Russell Bloodworth

Director | SmartVestor

Read more
Find an Associate
<br data-mce-bogus="1">

The SmartVestor is a service that connects Dave Ramsey fans with a network of investment professionals. Not just anyone can be a SmartVestor Pro. Our Pros must have passed a vetting process and follow a formal code of conduct laid out by Dave Ramsey and his team. Our Pros has a client-first mentality, and treat you like a teammate, not a transaction.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Designations

Get Financial News & Updates Delivered to Your Inbox

Thank you!
Oops!

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More
Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
Learn More
Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.
Learn More

We partner with industry leaders to offer our clients products and services that match their individual needs and goals...

Find an Associate

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.