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Investment Planning

Capital Management Consultants is the firm you need to provide investment planning to help create the life you want to realize in your future. Building a long-term partnership with a holistic approach is how we help you stay focused and consistent in accomplishing your financial dreams. We have investment strategies that are both unique and time proven. 

Comprehensive Approach to Investing
For All Stages of Life

 Wealth Development 

Estate & Trust Planning 

Retirement Planning

Charitable Giving

Education Planning

Investing For Young Families  

Our Investment Ideology, Tailored To You 

Our daily commitment of staying abreast of the current economic conditions, melded with our discipline that we maintain towards our various investment approaches provide the groundwork to meet and exceed your unique financial situation. 

We Can Help With...

Retirement Accounts

  • 401K Rollovers

  • Traditional IRA's

  • Roth IRA's

  • TSA's

  • 403(B) Plans

  • 457 Plans

  • Profit Sharing Plans 

  • Pension Funds

2022 by CMC

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Capital Management Consultants, Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation. Capital Management Consultants does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

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