Wealth Management, Insurance, and Retirement Planning
Financial Advisors and Financial Institutions
Third Party Administrators, 401(k) Plan Participants
Access your online website and portal here.
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
The Capital Management Team
Want to stay current with the latest news and other financial information?
Latest News and Recent Blogs
Weekly News to Use | May 23rd, 2017 “If we are bold, love strikes away the chains of fear from our soul.” – Maya Angelou Early last week, both the S&P and NASDAQ recorded all time highs before tumbling along with the Dow as political concerns rose.[i] By Friday, though, the markets had largely rebounded Read more about Volatility Returns to Markets[…]
Steak with Kale and White Bean Mash A healthy, hearty dish! Serves 4 Ingredients: 2 boneless beef top loin steaks, trimmed 8 oz. parsnips, sliced thinly ½ cup water 1 bunch kale, chopped 2 cloves garlic, chopped 2 cans cannellini beans, drained and rinsed 2 TBSP pesto salt and pepper Directions: Season steaks with ¼ Read more about Steak with Kale and White Bean Mash[…]
In the Military? Receive Free Tax Help* If you are in the military, then you have free support available to you when you address your taxes. Military members and their families can receive complimentary tax help through Volunteer Income Tax Assistance (VITA), whether they are in the United States or overseas. Worldwide, the Armed Forces Read more about In the Military? Receive Free Tax Help*[…]
3 Essential Swing Tips Still perfecting your swing? You’re not alone. Remembering techniques like pulling power from your body and avoiding an open clubface can make a difference on the course. They also are easy tricks to forget. Because everyone can have an off-day, here are three ways to immediately improve your swing. Keep your Read more about 3 Essential Swing Tips[…]
Health Tips for a Longer Life Many factors influence our lifespan that are outside of our control. Some of them, however, we can affect on our own. Little changes in our daily habits can help us live healthier and happier lives. Here are a few common health tips you can adopt today for fostering a Read more about Health Tips for a Longer Life[…]
The Eco-Friendly Pet Owner Living a green life does not stop when it comes to pet care. You can do your part to help the environment while caring for your favorite non-human loved ones. Here are a few tips to help your pet and the earth: Pick up waste with biodegradable bags: Using a plastic Read more about The Eco-Friendly Pet Owner[…]
Market Situation Report | Updated 5.23.2017 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 5.23.2017[…]
Weekly News to Use | May 16th, 2017 “Go to the edge of the cliff and jump off. Build your wings on the way down.” – Ray Bradbury Markets tuned out noise from Washington last week and continued to focus on economic fundamentals. Mildly rebounding retail sales and strong consumer sentiment seem to point toward Read more about Markets Ignore the Politics[…]