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. Here is a document that gives you a summary of the types of services and fees we offer.




Capital Investment Management's specialty is personal retirement planning services, which include income distribution strategies upon retirement.  We are proud to offer services in the following areas:

  • Retirement Planning Projections and Services
  • Retirement Feasibility Reports 
  • Retirement Income Distribution
  • Financial Planning Services
  • Personal Financial Planning
  • 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 Investment Management services including:

  • Global Asset Allocation Strategies
  • Global Mutual Fund Portfolios
  • Global ETF 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:

Capital Investment Management works in tandem with in-house tax preparation and consulting firm, Capital Tax and Consulting as well as outside CPAs and Estate Planning Attorneys to ensure your planning is coordinated for maximum efficiency and effectiveness.  Come learn how working with Capital can make all the difference!