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
-
If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
-
HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
-
Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
-
Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.