Welcome to Capital Management Strategies, Inc.
We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
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See What Our Clients Say
We are so thankful to Vern for educating us on the various financial concepts and strategies he showed us. There is nothing better than to feel safe and secure to know that our financial future is assured. Vern and his associates are like family to us now. They are sincerely concerned about the financial security of their clients.
Vern has always been there for us. He has given us the service that others promised, but never delivered. Vern gives new hope to the good old days when service was the rule, not the exception. We have never felt better about our financial future.
Since we have been working with your firm, we now have a secure feeling about our retirement future. Our investments have been consolidated into a workable plan that meets our objectives. It is pleasant to work with someone that considers all of the issues critical to people who are planning their retirement or are already retired. Any questions or concerns we may have had, have always been answered promptly. We would strongly recommend you and your firm to anyone interested in retirement planning.