Retirement Planning Specialists


The world changes, our commitment doesn’t.

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.

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A+ Rating with BBB Since 2/1/2008

"We provide integrated solutions to help clients build, manage and preserve their assets."


9375 E Shea Blvd  Scottsdale, Arizona 85260
TEL:(480) 473-3302    FAX:(480) 473-3301