Proactively Managing Your Financial Future

 

At Capital Management, LLC, 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. We integrate all of your financial needs into a comprehensive wealth management plan.

 

We provide expertise in the following areas:

 

  • Comprehensive financial plans.
  • Asset allocation strategies built around your risk tolerance.
  • Investment management based on your individual goals.
  • Succession plans and exit strategies for your business or private investments.
  • Insurance solutions that protect against risk.
  • Estate plans to preserve your legacy.
  • Tax management.
  • Services to assist our senior clients with the monitoring of their finances.
     

Capital Management offers plans for comprehensive wealth management. 

Ask us how we can help, and we'll do our job to make the rest easy. Start by calling Capital Management at (336) 856-2911.

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.

More Calculators →

Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →