Markets are volatile, financial outlooks change. But you can be sure that at CMS, our commitment to our clients remains constant. Our adherence to the simple virtues of listening and understanding. Our determination to deliver financial solutions to help you meet your goals. We think it’s important to safeguard your retirement assets from market fluctuations. At CMS, we help provide security, flexibility alone with customized retirement strategies that help you achieve your financial goals, while protecting you from the risk of outliving your income.


Whether you are retired, approaching retirement, or viewing retirement from several years away, having an organized retirement plan is critical. Capital Management Strategies is an independent retirement planning firm that offers financial, retirement, tax and estate planning products and services.  We provide solutions to help clients build, manage and preserve their assets.  Our knowledge, integrity and experience are why our clients value our services.  Our clients trust us and we value that trust.  We have earned a reputation for providing premiere services, and unlike many of our peers, we don't charge fees.


You probably realize there are many issues, topics, concerns and choices to be considered. You probably also understand that the decisions you make today have implications on the rest of your life. It's important to make sound financial decisions for yourself and your loved ones, especially since people are living longer. We offer concepts and strategies to help you accomplish your goals.

Getting Started

As true wealth managers for pre-retirees and retirees, nothing is more important to us than the confidence our valued clients place in our ability to help them through a unique and thorough approach to wealth management.

Click here to set an appointment with one of our financial professionals.

Based upon the financial information gathered, we will prepare a comprehensive report for you, and we will outline the next steps necessary to help you achieve your retirement dreams.

We will assist you in gathering all necessary data to form a clear picture of your current financial standing. We will work with you to uncover your unique financial and personal goals as well as the dreams you have for the days ahead.

Dedicated to serving your financial needs for retirement and beyond.

STEP 1

STEP 2

STEP 3

Don't accidentally disinherit

your loved ones!


Click the image to the right to download a free coy of our Beneficiary Checklist!

Our Commitment to You