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Our Services

Let us quarterback your estate-planning team and be your 'Chief Estate Officer'.

... a division of CMS, Inc.

At Capital Management Services, we'll bring you the full spectrum of financial planning for your entire estate through a group of professional planning associates. Between their professional experience and ours, we'll tie the whole big picture together for you with:

Savvy tax strategies;
Nimble investing, including customized 401k guidance;
Proper estate management and transfer;
All manner of insurance needs.

(CMS Advisors, Inc. are not attorneys, but can review documents and connect you with professional planning associates that conduct the legal aspects of estate planning. Estate planning can involve complex tax rules and regulations. You should consider the counsel of an experienced estate planning attorney before implementing any strategy.)

All information herein has been prepared solely for informational purposes and is not an offer to buy or sell, is not a solicitation of an offer to buy or sell, any security or instrument, nor is it an offer to participate in any particular trading strategy.

Capital Management Services is a Registered Investment Advisor. Investment Advisor Representatives of Capital Management Services may transact Advisory business in a particular state only if first registered with that state, or if specifically exempted from that state's Advisor requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting (or attempt to effect) transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Advisor registration requirements, or an applicable exemption.

As with any investment, please bear in mind that past performance is not a guarantee of future performance. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy referenced by CMS, Inc., will perform in accordance with historical levels.

Information contained in this website does not constitute the receipt of personalized investment advice from CMS, Inc., any related entities, or from any other investment professional. To the extent that a visitor to this site has questions regarding the applicability of any of its contents to his or her individual situation, he or she is encouraged to consult with a Registered Investment Advisor Representative of CMS, Inc.