Financial Planning Services
Our Firm
Our firm also provides financial planning services through Capital Wealth Management, LLC (DBA) with securities offered through Silver Oak Securities, Inc. As registered represenatives of Silver Oak Securities, Inc. member FINRA/SIPC we offer full service brokerage products. At Capital Wealth Managment, LLC (DBA) our primary goal is provide financial planning techniques to our clients. Each client has a different risk tolerance and financial situation. By working with retirees and those planning for retirement, we understand the need for stability and income. At Capital Wealth Management, LLC (DBA) we ill be there every step of the way to walk you through your retirement.
What to Expect
When we meet with you, we sit down to identify current problems and future needs. Most importantly, where you want to end up and what your specific goal is. The next step of the process with us is defining how you intend to get there. We help you identify appropriate investments, the amount of risk and the time frame. It is your vision that we strive to design. We coordinate the pieces of your puzzle into one comprehensive plan and check the progress periodically to make sure we continue to get the results we seek. All analysis and portfolio reviews are done free of charge.
Brokerage Services
Buying or selling of investment securities, including stocks, bonds, mutual funds or tax credit programs. Our firm will provide a detailed analysis on all positions held within your portfolio.
Estate Planning
Although we do not offer legal advice, we can act as the coordinator with an attorney to start the process and implement recommendations made with regard to wills, trusts, powers of attorney, and other estate and tax planning tools. We are able to estimate the effect of estate taxes, administrative expenses and some of the logistics involved in estate transfers. Capital Wealth Management, LLC also uses CPA’s to give tax advice to our clients.
