Capital Investment Management Inc
Financial Services - Lees Summit, MO, US
Capital Investment Management Inc Employees
Capital Investment Management Inc Details
Capital Investment Management has been counseling families on the behaviors and habits that lead to lifetime income and financial independence since 1998. Our mission is to provide professional and consistent advice as we strive to help our clients achieve financial independence.We take the extra time to listen to our clients and get to know them so we can truly understand their unique needs. It is only after we reach this point that we can work together to develop a plan to help our clients navigate the uneven road to their financial goals. Our clients live active lives and no financial plan is static. We stand side-by-side with our clients as circumstances change and are there to provide advice and counsel. Ultimately, we define success as having helped our clients retire with dignity and lifetime financial independence.Clients of our practice typically receive:• High level of service including a family financial plan, annual review and frequent conversations about strategies tailored to their situation.• Coaching on what matters most: practicing good behaviors and habits that lead to wealth creation; asset allocation; fees.• Coaching on what matters least: focusing on headlines and listening to market pundits argue over the current state of the financial markets.• Customized retirement income strategy with the goal of providing lifetime income for the family.• Coordination with other trusted professionals such as CPAs and Attorneys.To learn more about how we may be able to help your family, call us at (816) 246-1212 or visit us at cimretirementpros.comSecurities offered through Cambridge Investment Research, Inc., A Broker Dealer Member FINRA/SIPC. David Garrison, Troy Schuster, and Matthew Shull, Registered Representatives. Advisory services offered through Capital Investment Management, Inc. A Registered Investment Advisor. Capital Investment Management, Inc. and Cambridge Investment Research, Inc. are not affiliated.
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