Our Commitment to You

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Dedicated to serving your financial needs for retirement and beyond.

If we decide to work together we will gather all the necessary information. We will discuss your specific financial goals as based on your wants and needs offer you all your available option.

Based upon the option that you choose, we will prepare a comprehensive retirement plan that will show you what needs to be done to optimize your retirement.

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We are an independent retirement planning firm helping preretirees and retirees, grow and mange their net worth and optimize their retirement.

Getting Started

Markets are volatile, financial outlooks change. But you can be sure that at Capital Management Strategies, our commitment to our clients remains constant. Our adherence to listening to you and understanding your needs and concerns to deliver financial solutions to help you meet your goals. At Capital Management Strategies, we provide you with a personalized retirement plan designed to help you achieve your planning goals and protect you, your family and your net worth.


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 services.  We provide solutions to help clients grow and manage their net worth.  We always put the client first.   Our clients trust us and we value that trust.  We have earned a reputation for providing premiere retirement 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.