Capital Investment Management is an independent advisory firm located in Lee's Summit, MO, offering objective and personalized financial advice. With a team of Certified Financial Planner professionals, they listen to their clients' needs, understand their concerns, and create tailored financial plans to help them retire confidently. Their services include investment management, retirement planning, tax planning, estate planning, life insurance, and long-term care insurance.
As fiduciaries, Capital Investment Management's advisors are committed to acting in their clients' best interests, fulfilling the duties of care, following client instructions, and maintaining loyalty. They follow a standardized process that begins with understanding their clients' goals and analyzing their financial situation, and ends with developing personalized recommendations to help them achieve their financial objectives. With a focus on providing personalized and trustworthy advice, Capital Investment Management helps their clients navigate the challenges of retirement planning.
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