At Capital Management Strategies we are dedicated to serving your financial needs for retirement and beyond.


Our mission is to serve our clients and provide retirement strategies that fit their goals and needs. Our primary focus is to help protect our client’s portfolio and help them optimize their retirement.

Our primary goal is keeping our clients' retirement money safe. We help them create sound retirement income strategies so they can have confidence that their retirement income will last as long as they do!  We help clients create sound financial strategies and are dedicated to enhancing both your current and future way of life.

We realize how important it is for people today to be able to trust their retirement advisor. At Capital Management Strategies, we believe that no matter how the markets or interest rates perform, clients deserve to be told the truth and they deserve experienced professionals that are committed to look after their best interests in an ever-changing market place.

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 holistic retirement planning firm that offers financial, retirement, tax and estate planning products and services. We employ concepts and strategies designed to optimize their retirement while at the same time reducing downside risk.

We provide solutions to help clients grow and manage 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.

We are dedicated to helping retirees and pre-retirees grow and manage their retirement assets. With today’s financial environment most people are looking for secure alternatives for their nest egg. Whether that nest egg includes an IRA, a company retirement plan, market investments, or at a bank, most retirees prefer to avoid losing money.

 Capital Management Strategies, Inc. offers many concepts, strategies and solutions to give you peace of mind and help you enjoy your retirement years. Our firm is dedicated to and focused specifically upon your individual needs to assure that your specific goals are met. We use a variety of planning tools to make sure you have reviewed all your options and have a plan that will help you optimize your retirement.

​Retirement Income Planning

At Capital Management Strategies we specialize in looking at the WHOLE PICTURE for our clients by allocating and positioning retirement assets for safety, growth and income.
Retirement income planning is about peace of mind and achieving financial security. Knowing that you will have enough money, even when the unexpected happens, is critical to any retirement plan.

But, retirement isn’t just about money; it’s also about personal fulfillment and enjoyment. It’s what we refer to as “financial independence.”

Capital Management Strategies will help you plan to get the most from your retirement years.

Get a Second Opinion

We'll listen and learn about your needs and develop a financial plan that helps you achieve your goals. It is complementary, confidential and there is no obligation.

Are You Social Security Wise?

We'll help you create the best claiming strategy for your social security benefits.

To schedule a time to discuss your financial future, contact us at (480) 473-3302.

Our Commitment to You


Dedicated to serving your financial needs for retirement and beyond.