Life Insurance

5 minutes for a quote.  We shop dozens of insurance companies for affordable life insurance options. When you’re ready – we’ll help you apply.

Learn More

Long Term Care

What does it cost?  How does it work?  Stop wondering and check it off your list.  Get a quote now!  Then have our independent professionals help you apply.

Estate Planning

Your assets should go where you want them to go.  Even when you have passed away, you can control where your wealth goes.  The most successful investors use a professional for this critical part of their planning.  We are not attorneys but can introduce you to professionals that can help.

Your Wealth is at Risk

Hard work.  Patience.  Dedication.  Delayed gratification.
This is how you have accumulated your wealth.  Don’t let a lack of preparation at this stage take it away from you.   You probably think the insurance you set up years ago is fine.  Maybe you’re right.  Maybe you’re wrong.  Do yourself a favor and find out.  Thankfully, our professionals are all independent and don’t work for an insurance company, so we’re looking out for your  best interest.  Doesn’t that sound like what you deserve?


Next Steps…

Have our Team of insurance professionals help you protect your wealth!

Get Started

Still Accumulating Wealth?

Make sure you’re working with independent CFP® Professionals and CPAs.

Collaboration.    Communication.    Doesn’t that sound like what you deserve?

Advisory services offered through Capital Investment Management, Inc., a Registered Investment Advisor.  Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Cambridge does not offer tax or legal advice or services.
Capital Investment Management, Capital Tax and Consulting, LLC, and Cambridge Investment Research are independent entities.
Check the background of your financial professional on FINRA’s BrokerCheck.