Since 1984 we have been helping individuals, families and business owners pursue their financial goals primarily in Southern California with clients nationwide. At Capital Resource Management (CRM), we deliver strategies as a fee-based financial planning firm utilizing "Biblical Principles for Financial Planning" and customized advice to meet your values, needs, priorities and goals. We are committed to guiding our clients through the maze of complexity to bring clarity so that they make smart decisions about money and life.
When you find yourself needing to plan for a child or a grandchild's education, your retirement, sale or succession of your business, sale of real property, newly widowed, newly divorced, or just received an inheritance, we are committed to helping each client develop and implement strategies unique to their financial plan. We consult with a limited number of individuals and families offering creative strategies tailored to meet specific needs and priorities. Call us at 760-489-9878 and ask for Annette Morton to set a phone appointment with an advisor.
