skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck