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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 8.14.17 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 8.14.17[…]
Weekly News to Use | Aug 14, 2017 “Life shrinks or expands in proportion to one’s courage.” – Anais Nin Markets Turn Jittery Last week, rising tension between North Korea and the U.S. rattled the world’s markets. As the two countries traded tough words, concerns escalated and markets reacted emotionally to the news.[i] Though stress Read more about Markets Turn Jittery[…]
Tips to Keep in Mind for Taxpayers Traveling for Charity During the summer, some taxpayers may travel because of their involvement with a qualified charity. These traveling taxpayers may be able to lower their taxes. Here are some tax tips for taxpayers to use when deducting charity-related travel expenses: Qualified Charities. For a taxpayer Read more about Tips to Keep in Mind for Taxpayers Traveling for Charity[…]
Cheddar-Chive Biscuits Yields 30 biscuits Ingredients: 6 cups all-purpose flour ¼ cup baking powder ¾ tsp salt 8 oz white cheddar cheese, grated ⅓ cup sliced chives (or green onions) 1½ cup cold salted butter, cut into small pieces, plus more for brushing 2½ cups buttermilk Directions: Preheat oven to 425° F. Combine flour, baking Read more about Cheddar-Chive Biscuits[…]
Unleash Your Inner Lag Just what is “lag,” anyway? Lag comes from proper sequencing on the downswing, not from trying to artificially hold onto the angle. Proper force generation and sequencing comes from the ground up and winds “out” into the club. Try the following drill to see if you can get the feel for Read more about Unleash Your Inner Lag[…]
Physical Activity for a Healthy Weight Regular physical activity is important for good health, and it’s especially important if you’re trying to lose weight or to maintain a healthy weight, which can reduce high blood pressure, reduce risk for type 2 diabetes, heart attack, stroke, and several forms of cancer. It also can reduce risk Read more about Physical Activity for a Healthy Weight[…]
Benefits of Reducing Wasted Food We may not realize how much food we throw away every day—from spoiled produce and expired meat to uneaten leftovers. In 2014, we threw out 38 million tons of food waste. About 95% of the food we throw away winds up in landfills or combustion facilities. Managing food sustainability and Read more about Benefits of Reducing Wasted Food[…]
Market Situation Report | Updated 8.8.17 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 8.8.17[…]