Listening | Understanding | Taking Action
Welcome to Capital Investment Management! Our goal is to provide an alternative to the impersonal financial planning services offered by some in today’s marketplace. Our Financial Advisors strive to be different by listening to the needs of our clients and future clients. Our entire staff is committed to being customer driven and building long term relationships/friendships with our clients.
We exist to serve you. Period.
OUR CORE VALUES
Integrity
Honesty
WHY WE'RE DIFFERENT
We are independent of banks, insurance companies, and Wall Street firms
We adhere to the Fiduciary Standard
All of our Advisors are CERTIFIED FINANCIAL PLANNER™ Professionals
We practice the "Golden Rule"
We are a Registered Investment Advisor (RIA)
You will always speak to a live receptionist during business hours
Newsletters
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.