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Capital Management Of The Carolinas




Capital Management Of  The Carolinas, founded in 1990 is a member of NASD the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
They offer their clients a full range of financial products and services. Their associates believe that tax planning, retirement planning and estate conservation should be top priorities for individuals and families of all ages and all income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
 
The financial management process here begins with an in-depth evaluation of your current financial situation. Once they have established your overall objectives, they will focus on your specific goals. With changing economic conditions and market swings, the firm advocates investing sensibly over the long run and maintaining an adequate level of insurance coverage.
 
They work with you side by side so that you're confident in and comfortable with the financial suggestions they make. Some of the services they offer are investment management, financial planning, retirement planning, 401 k retirement plan, annuities, college funding securities and investment advisory services.
 
The equity index annuity is not a security, as you might suspect, but it is classified as a single-premium traditional annuity. It is an annuity because it meets the strict insurance department requirements for interest guarantees and guarantees against loss of principal, and it provides traditional annuity benefits.

Of all the retirement planning options that are available may be one of the best programs for accumulating retirement funds. Like other qualified retirement plans, a 401 k plan allows your money to grow tax deferred.

The plan enables you to build capital significantly faster than similar investments outside the shelter of an employer-sponsored plan. Distributions from a 401 k plan prior to age sixty may be subject to a ten percent federal tax penalty and are included in gross income.

Their goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, they hope to establish long and trusted relationships with their clients.
 

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