At Capital Resource Management, we help you identify and plan for your financial objectives, creating effective strategies to pursue those goals. We help you develop and implement customized strategies utilizing "Our Wealth Management Process" designed to help turn financial dreams into financial realities.
We understand that financially successful individuals do require a high degree of personal attention and sophisticated strategies tailored to their needs. We provide leadership to assist in guiding you in pursuing the goals and dreams for you, your family and your business or organization.
We serve a very limited number of clients who are intentionally committed to following their financial goals and objectives. If you feel you may qualify call 760-489-9878 ext. 111, Monday through Thursday 7:30 am to 4:30 pm PDT to set a phone appointment to speak with a financial advisor.
Services Overview
We provide customized planning strategies to reflect your personal values, morals, and beliefs. We maintain a biblical worldview, from which we mentor and coach our clients toward accomplishing life goals and to be stewards of the wealth and talent entrusted by the God of creation.
We may help you:
Implement investment strategies based on your risk profile that may help increase and preserve your wealth.
Develop a strategic financial plan designed to help you pursue your financial goals.
Make sound decisions about your retirement accounts by planning a sound, sustainable distribution strategy during retirement.
Put effective plans in place to help mitigate your financial future against the unexpected such as disability, long term care, death or forced retirement.
Position, preserve, and continue to grow your assets into retirement to help you live your desired lifestyle and leave a lasting legacy for your loved ones.
Next Phase Income Planning - Personalized Analysis-
