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Turning professional accomplishments into personal ones.

ESTABLISHED PROFESSIONAL

As a working professional, your attention is in constant demand whether in the board room or your living room, carving out time for yourself to dial in on your long-term financial goals may seem more challenging each year.

IF YOU FIND YOURSELF ASKING, AM I:

  • On track with my retirement needs and goals
  • Optimizing my investments to their fullest potential
  • Orchestrating all the tax, legacy, fee and other components of my wealth management to organize and maximize my assets

OR, HOW DO I PAY FOR AND MANAGE CASH FLOW TO COVER:

  • My growing family
  • A new mortgage
  • Starting a college fund
  • Buying a car
  • Avoiding credit card debt
  • Properly covering my liabilities to protect my loved ones

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Capital Asset Management Group is here to help answer these questions and more! Our team of CERTIFIED FINANCIAL PLANNERSTM provides robust financial planning programs and ongoing support to help turn your life’s work into your life’s dreams.


Financial Planning Programs:

Independence Planning Pro

Achieve more of the things you value in life, sooner with a comprehensive, written financial plan. The easiest and most enjoyable way to realize your potential is with the guidance of a skilled coach. Through our education-based planning approach, you will enjoy the benefits of financial complexity communicated effectively through one-on-one conversations with a Capital Asset Management Group advisor. During these sessions, we will provide education about and assist with each of the five steps of our Integrated Independence Method (I2M) planning process to deliver a financial plan as the blueprint to your financial independence. This planning may also include consulting with mortgage providers, estate planning attorneys and tax professionals as needed to achieve your optimal plan.


Ongoing support

Independence Optimizer

With your financial blueprint in place, Capital Asset Management Group provides the ongoing support to keep your financial house in order, goals on track and dreams within reach. Following the construction of your financial plan in the Independence Planning Pro program you will meet with an associate advisor three times a year and a lead advisors annually through our Independence Optimizer ongoing support program to review your I2M plan to update or continue the strategy established for obtaining financial independence. Annual assessments will also include a review and discussion of your investments, legacy planning, tax strategies and similar, along with annual filings and requirements. We also host a number of ongoing educational opportunities, ranging from webinars, workshops, newsletters and similar, delivering a robust, proactive planning experience and ongoing support engineered for your financial success.



Click here to learn more about what we do, or complete the first step of the planning process today with our Goals Driver™ Questionnaire.


The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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