Our Services

Brokerage Services and Investment Products

Our clients can choose from a wide range of investment products, such as mutual funds, stocks, bonds, real estate investment trusts, and private managed accounts.We offer a full range of products that can meet client needs and expectations.

Insurance Products

We offer life, disability and long term care insurance; fixed and variable annuities; and other insurance products that are designed to fit client circumstances and objectives.  We are independent and not directly affliated with any insurance company.

Comprehensive Financial Planning

Financial planning advice is provided through Capital Management Asscociates, Inc.  Planners take a comprehensive approach assessing the Client's goals and objectives, assets, liabilities, cash-flow, taxes, insurance, and Estate Plan documents.

Tax and Estate Planning 

We coordinate our efforts with our Client's Attorney's and/or Accountants concerning their tax planning and estate planning needs.

 

FINRA Broker Check – check the background of this firm at http://brokercheck.finra.org