FINANCIAL PLANNING FOR YOUR FUTURE

Keep It Simple…And Smart

A Single Strategy Addressing All Your Needs

 

At Capital Management, Inc. our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals working together in a coordinated effort to help you achieve your goals.  In integrating all of your financial needs into a single, overarching plan, you rely on our expertise as we provide:

  • A comprehensive financial plan
  • Asset allocation strategies built around your risk tolerance
  • Investment management based on your individual goals
  • Succession planning and exit strategies for your business or private investments
  • Estate plans to preserve your legacy
  • Insurance solutions to protect against risk
  • Tax management

Ask us how we can help you, and we'll do our job to make the rest easy. Call us at (336) 856-2911 or email us at dgray@capitalmgmtinc.com

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

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