INVESTMENT PLANNING

Investing to meet your goals without proprietary investment products.

 

ESTATE PLANNING

Protecting your assets and cementing your legacy.

 

TAX PLANNING

Increasing tax efficiency and leveraging the tax code.

   

RETIREMENT PLANNING

Creating efficient retirement income and managing risk.

 

Legacy Planning

Funding next generation education or charitable causes.

 

Employee Compensation

Optimizing your income to meet your financial goals.

 

Contact Capital Management Securities, Inc

By Phone: 952-893-1200

By Fax: (952)893-0133

By Email: mglennie@cap-mgt.com

Or in person:

 

7900 Xerxes Avenue So., Suite 500
Bloomington, MN 55431