December 28, 2016


Welcome to our Resources Page!  Please continue to check back as we will continue to add relevant and value added content on a monthly basis.  You can click to download any of our Free White Papers below, or feel free to browse our blogs and other information.  If there is anything in particular you are looking for, please don’t hesitate to reach out to us, or contact us if you have additional questions.  Capital Management Services is here to serve clients, and we’ve been doing so since 1986.

Free White Paper Downloads:

It gets busy around this time of year. For many people, it’s easy to forget all about tax planning. Don’t miss out on potential savings.  Utilize this Tax Planning guide  so you can use these tips to help minimize your risks and maximize your opportunities.



6 Critical Social Security Facts:  The regulations surrounding Social Security are changing all the time. You want to have the most up to date information possible. In our continued effort to provide you with the highest possible quality of materials, we have recently updated our 6 Critical Facts Whitepaper to reflect the latest regulatory revisions.