Capital Management Inc

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Proactively Managing Your Financial Future

At Capital Management, LLC, our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals, working together in a coordinated effort to help you achieve your goals. We integrate all of your financial needs into a comprehensive wealth management plan.

We provide expertise in the following areas:

Comprehensive financial plans.
Asset allocation strategies built around your risk tolerance.
Investment management based on your individual goals.
Succession plans and exit strategies for your business or private investments.
Insurance solutions that protect against risk.
Estate plans to preserve your legacy.

Services to assist our senior clients with the monitoring of their finances.

Ask us how we can help, and we'll do our job to make the rest easy. Start by calling Capital Management at (336) 856-2911.

Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
Impact of Inflation
Estimate the future cost of an item based on todays prices and the rate of inflation you expect.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
More Calculators →

Beware the Better-Than-Average Effect
Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.
How State and Local Governments Can Help You at Tax Time
Municipal bonds are debt obligations issued by state and local government entities. With few exceptions, they pay interest that is not subject to federal income tax.
HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?
Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.
Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.
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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

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Interactive Data Corporation. (NYSE:IDC)

628 Green Valley Road, Suite 204