Services Offered

At Capital Investment Management, we are in just one business - serving our clients.  We have no inventory that we need to sell nor do we manufacture any investment products.  We have maintained our independence to eliminate the conflict that many individuals have noticed at other firms.  Capital Investment Management specialty is personal retirement planing services including income distribution strategies upon retirement.  We are proud to offer to services in the following areas:

• Retirement Planning and Projections
• Retirement Feasibility Reports 
• Retirement Income Distribution
• IRC Rule 72t Calculations
• Investment Portfolio Analysis

We advise clients who want to develop and implement an intelligent, effective long term investment strategy.  We offer to provide Investment Management services including:

• Global Asset Allocation Strategies
• Global Mutual Fund Portfolios
• Managed Money Platforms 

Being independent, Capital Investment Management can objectively seek out the most appropriate insurance products for your personal situation.  Insurance products offered:

• Variable Annuities
• Life Insurance
• Long Term Care Insurance

Capital Investment Management works in tandem with unaffiliated CPA's and Estate Attorney's who offer to provide tax and estate planning services for our clients.