My Firm


 


Tom Luing is an Investment Adviser Representative of Capital Management Associates, Inc. an independent, full-service financial firm committed to helping you pursue your personal financial goals, and pursue your dreams.


An experienced financial adviser, Tom especially enjoys helping you pursue your dreams.


Please call Tom if you have any questions about Capital Management Associates, Inc. or the range of financial products and services offered.  Capital Management Associates, Inc. has a relationship with a variety of financial services companies, so if Tom doesn't have a product or service, he knows a group that does.


Capital Management Associates, Inc., a registered investment adviser, is registered with the Securities and Exchange Commission.  As an Investment Adviser Representative of Capital Management Associates, Inc., Tom offers:



  • Comprehensive Financial Planning: Financial planning advice is provided through Capital Management Associates, Inc. 
  • Tax and Estate Planning: Tom coordinates his efforts with clients' Attorney's and/or Accountants concerning their tax planning and estate planning needs.
  • Brokerage Services and Investment Products: a wide range of investment products, including mutual funds, stocks, bonds, real estate investment trusts, and private managed accounts are offered through Capital Management Securities, a FINRA Broker/Dealer, Member SIPC.
  • Insurance Products: life, disability and long term care insurance; fixed and variable annuities; and other insurance products designed to fit client circumstances and objectives.  We are independent and not directly affiliated with any insurance company.



With Capital Management Associates, Inc., Tom can offer you a wide range of financial products and services to fit your short term, and long term needs, customized to fit your personal financial situation, and help your achieve your personal financial goals.


* Access information on Capital Management Securities Inc. and Captial Management Associates Inc. at FINRA's BrokerCheck