Planning Your Future
It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.
Contact us today to schedule an introductory meeting!
Office Location – Scottsdale
23127 N. 87th Place
Scottsdale, AZ 85255
Request An Appointment
See What Our Clients Say
Before meeting Vern, we had advisors who kept changing firms and promising better results. Unfortunately, we were always disappointed with their performance. Since Vern has been our financial advisor, we have seen remarkable growth in our accounts and are very happy with the service that Capital Management Strategies offers. We now feel we are on track to reach our retirement goals.
I appreciate Vern’s approach to help me after my husband passed away. He is trustworthy and has a high level of integrity and ethics. Vern showed me areas in my financial life that needed improving. He showed me ways to have a more rewarding financial life and the strategies have definitely helped my financial picture.
We would like to thank you for all the help you have given us. We have seen a dramatic improvement in our retirement income, and lower taxes. You helped open our eyes to strategies that have improved our bottom line.