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Our Process

Our I²M process helps clients to learn how to make their money work, to modernize your financial thinking, align your financial strategies with your life goals, and integrate the three pillars of your financial house: protection, savings, and wealth accumulation. We believe this process helps overcome barriers to financial independence. Both your situation and the financial environment change over time. You may come into a new inheritance. New tax laws may be passed. New financial products may be introduced.

We have developed a unique method to help give you the tools to recapture the money that you're possibly losing and create the new wealth you need to live the life you want.

Your financial plan should ENABLE YOUR GOALS

Discover your path to independence.

Getting Started

Institute For Financial Independence

Independence Planning Pro

Integrated Independence Method

4800 Montgomery Lane
Hampden Square m25, Bethesda
Maryland 20814
Phone: (800) 388-2386 or (240) 482-4000
Fax: (240) 482-4001
Email:

This site has been published for residents of AL, AZ, CA, CT, DC, DE, GA, FL, IL, MD, MO, MN, NC, NH, NJ, NY, OH, PA, TX, UT, and VA, WV. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Capital Asset Management Group Inc. are Registered Representatives offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA / SIPC. Licensed administrative associates do not offer securities. Investment advisory licensed associates of Capital Asset Management Group Inc. are Investment Advisor Representatives offering advisory services through Capital Investment Advisors, Inc. A registered investment advisor. Capital Asset Management Group and Capital Investment Advisors are separate and unrelated companies from Cambridge. Investment Adviser Representatives of Capital Investment Advisors may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion.