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How We Service Our Clients
Whether you’re a first-time investor or an experienced one, Capital Management Services has strategies to help you meet your financial goals. We put together a fully comprehensive Retirement Plan to help build the quality life you are looking for in retirement.
Over our many years in business, we’ve developed an approach for our clients that is simple, yet sophisticated and comprehensive. When choosing a financial partner for your retirement goals, its important to have one that can see the total picture and understand how everything ties together.
We specialize in maximizing your social security, managing your wealth and portfolios, tying in the right forms of insurances, building your estate plan, and fueling your charitable gift giving in retirement.
Fee-Only, Tactical Money Management
Life Insurance, Long Term Care and Annuities
Combining all assets together to fund a quality retirement
Asset Protection, and Gift Giving
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Latest News and Recent Blogs
Market Situation Report | Updated 9.19.17 Welcome to our Capital Management Services Weekly Market Situation Report. This is a very detailed report of what has been happening in the markets from around the globe. You may read the report below and if you would like to dive in a little deeper simply click on the Read more about Market Situation Report | Updated 9.19.17[…]
Weekly News to Use | Sept. 19, 2017 “Every individual matters. Every individual has a role to play. Every individual makes a difference.” – Jane Goodall Understanding Record Highs After briefly stumbling the week of September 4, domestic indexes notched significant gains last week and hit record highs. By Friday, the S&P 500 exceeded 2,500 Read more about Understanding Record Highs[…]
Beefy Corn and Black Bean Chili Serves 6 Ingredients: 1 lb ground beef 1 16-oz bag of seasoned, frozen black beans and corn 2 tsp no-salt chili powder mix 1 can (14 ounces) beef broth 1 can (14 ounces) tomato sauce with chili seasoning Sour cream (optional) Green onions, sliced (optional) Directions: Add ground beef Read more about Beefy Corn and Black Bean Chili […]
Deductions for Job Searches Searching for a job can be a long, arduous process. Fortunately, one benefit job seekers may be able to enjoy is the ability to deduct some job-search expenses on their federal tax returns. When looking for a position in the same line of work, you may be able to write off Read more about Deductions for Job Searches[…]
Splash in the Sand to Improve Your Bunker Play Cleanly getting out of a sand trap can be tricky, and many golfers consistently struggle to hit solid shots from a bunker. However, with some slight tweaks, you can improve your bunker shot and move beyond the sand. The key is having the right perspectives and Read more about Splash in the Sand to Improve Your Bunker Play[…]
Eat These Foods to Keep Skin Healthy Skin is the body’s largest organ, and the food choices we make can either help or hurt its health. Here are some common foods and minerals you can eat to help keep your skin nourished and hydrated. Selenium The mineral selenium may help you protect your skin from Read more about Eat These Foods to Keep Skin Healthy[…]
Buying Forest Stewardship Council (FSC)–Certified Products Do you know the source of the wood products you use? If not, the printer paper, newly built deck, or other wood-based products you use could be destructing forest ecosystems and threatening wildlife. You can help protect these forests by opting to buy wood products with the FSC certification. Read more about Buying Forest Stewardship Council (FSC)–Certified Products[…]
Market Situation Report | Updated 9.12.17 Welcome to our Capital Management Services Weekly Market Situation Report. This is a very detailed report of what has been happening in the markets from around the globe. You may read the report below and if you would like to dive in a little deeper simply click on the Read more about Market Situation Report | Updated 9.12.17[…]