Businesses & Institutions
Business Owners
Whether starting a retirement plan for your employees or creating a written financial plan and/or tax reduction strategies at the corporate or individual level, we provide first-hand understanding of federal, state and local considerations to help your professional accomplishments facilitate your personal goals. At Capital Asset Management Group, we are here to provide the incentive programs needed to help you recruit, retain, reward and retire your employees, and plan your own personal retirement.
Employer sponsored plans
401(k) programs
Personal & corporate tax reduction strategies
Institutions
Working with nonprofit organizations and government agencies, our independent, fiduciary advisors provide trusted advice and professional guidance needed to maximize financial resources while adhering to various compliance considerations and documentation requirements. Whether managing your endowment fund and developing investment policy statement or building an investment committee from a stable of leading institutional platforms, our team of CERTIFIED FINANCIAL PLANNER® provides the knowledgeable experience to serve your group’s best interest every step of the way.
- Financial planning to align assets with organization liquidity needs, growth goals and compliance regulations
- Fiduciary Investment Policy Review & Maintenance
- Investment Committee Selection & Management