After we know your unique needs, we get to work on your custom plan.
Ultimately, The Capital Management Group’s sole focus is to deliver high-value, independent advice that is based on the best interests of our clients. We live and breathe to, very simply, keep our clients healthy, wealthy, & Financially Fit™.
FINANCIAL PLANNING
A Comprehensive Investment Advisory Solution A client-centric and holistic approach that integrates investment management to accomplish all your goals, no matter how complex.
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BUSINESS PLANNING
Maximizing Your Biggest Asset Our Business-Owner Planning approach assists high-income executives, professionals, and small business owners plan for and implement a lifetime income strategy that seeks to provide financial independence during retirement.
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RETIREMENT PLANNING
A Roadmap to Retirement Our Retirement Planning services involve evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning dominates other financial goals. A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.
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RISK MANAGEMENT
Proactivity Prevents Reactivity
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TAX PLANNING, & SERVICES
Dedicated (customized/personalized) Guidance Our Tax & Estate planning services create a master plan for tax-efficient management of your property during your working life, a strategy to provide you with maximal income during your retirement years, and the vehicles to distribute your wealth to your heirs and loved ones, all according to your exact wishes, through our expertise in tax-deferral, tax-advantaged investing, multi-state and multi-generational tax planning.
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INVESTMENT MANAGEMENT
Our Bespoke Investment Approach
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ESTATE & TRUST PLANNING
Advanced Planning for Multi-Generational Families & Unique Situations
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CHARITABLE & PHILANTHROPIC PLANNING
A Tax-advantaged methodology to Support your Beliefs
CORPORATE ADVISORY & CONSULTING
Structure, Grow, Optimize, and Sell Your Business for Maximum Value
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