Helpful Resources

Capital Investment Management is pleased to offer you the following helpful resources:


Link to our Form ADV Part 3 - Client Relationship Summary


Form ADV Part 3 - Client Relationship Summary

Link to Capital Tax and Consulting, LLC

Link to Trust and Will Center, Law Office of Jennifer Marshall, PC.

Link to Capital Wealth Protection

Link to the Social Security Administration site:

Link to the Dept of Labor site:

Link to H.R.3868 - update to the Pension Protection Act:

Link to the Official U.S. Government site for Medicare:

Link to the IRS site:

Link to free Life Insurance and Long Term Care quoting website

Link to the Saving for College site:

Link to the free credit report site authorized by the FTC:

Link to Form 5329 - 2015

Link to instructions for completing From 5329 -


Regarding Identity Theft Protection

15 Steps to avoid becoming a victim.

1.  Institute your own personal "need to know" policy.  Challenge anyone who claims they need your personal information & then ask about their security policies before deciding to give the information.

2.  Never put your Social Security number or date of birth on your checks.

3.  Exercise your "Opt Out" option when getting your driver's license and have your Social Security number removed from your driver's license.

4.  Cross-cut shred your confidential trash; anything with an account number, Social Security number, date of birth, etc.

5.  Never routinely carry your Social Security card, passport, or birth certificate with you.

6.  Do not give personal information to anyone from an unsolicited telephone call; if you're interested, get their number, hang up, and independently look up their number and call them back.

7.  Refrain from sending personal information through e-mail; never reply to unsolicited e-mails and give personal information.  If you have a legitimate business relationship with the company, call them back and give the information.

8.  Protect your computer with a firewall and virus protection software.  Set the software to update automatically and often.

9.  If you have wireless Internet, use the encryption/password setting.

10.  Order your credit reports and least three times per year (free).

11.  Know when financial statements arrive and investigate missing items.

12.  Drop off all your mail at the post office directly.

13.  Have the post office hold your mail when you are out of town.

14.  Discard your old analog cordless phones and purchase digital or digital spread spectrum (DSS) phones with 900MHz 2.4Hz, or 5.8Hz technology.

15.  Photocopy front and back of all cards you carry in your wallet and store the sheet in a safe place so if the wallet is stolen, you can notify banks within minutes.





PLEASE NOTE: The information being provided is strictly as a courtesy.  When you link to any of the web sites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.  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.  When you access one of these web sites, you are leaving our website and assume total responsibility and risk for your use of the web sites you are linking to.

Capital Investment Management, Inc. does not provide tax or legal advice.  Please consult with a tax or legal professional regarding your individual situation.