Personal Financial Planning for Individuals

The team members of Capital Management Associates, Inc. are very knowledgeable in helping you achieve your personal financial goals, which leaves you free to pursue your dreams.  Even if you don't know what your financial goals are, or what they need to be, CMA helps you assess your personal financial situation, and develops a sound path to achieve your goals.

We help develop your customized financial plan by taking you through a step-by-step process to help establish your goals, and make you feel confident in your financial decisions.

With that accomplished, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan using the following products and financial management services:

  • Investment management
  • Tax management
  • Risk management

Strategies for:

  • College planning
  • Retirement planning
  • Social security solutions
  • Estate planning
  • Business planning

Capital Management Associates will help you create the lifestyle you want now and in retirement. Check out the links below

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