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Planning for Financial Independence

We will look at your current cash flow and stated life goals in order to project your future income needs. We will review with you how well your current strategy is positioned to meet those needs, and will explore other opportunities to help you achieve financial independence. Our review will also encompass an evaluation of the benefit programs offered through your employer with recommended strategies for optimizing that opportunity.

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Planning for Financial Independence

Financial Concierge > Planning for Financial Independence

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