We build close relationships that establish expectations, reduce anxieties and outline a clear path to addressing the complexities we have agreed to solve together.
A full picture collaborative partnership with access the broad universe of viable opportunities.
We recognize cash as a position and pride ourselves in patience when deploying capital to a fine-tailored arsenal suited to your style, pace and path.
Portfolio and Plan Construction is vital at onset and throughout the implementation timeline; however, proactive, diligent and disciplined monitoring is key to realizing those successes.
We WANT you to understand the value we bring to our relationship. Transparency is paramount. Real-time access to performance and plan data paired with a routine review process.
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HOW DO YOU TAKE YOUR COFFEE?
“… because of our Independence we’re able to structure solutions that are purposefully designed with costs in mind while maintaining our fiduciary duties. We strive to build long-term relationships focused on Integrity, Independence and Innovation.”
— J. Andy Ingram, AIF ®
Fee Options that Fit.
PLAN BETTER. || Featuring MyBlocks
What Are Americans Biggest Retirement Concerns
“The respondents spanned several age groups: Generation Z (18 to 24), millennial (25 to 40), Generation X (41 to 55), baby boomers (56 to 75) and the Silent Generation (76 and older)…To achieve a “dreamlike” retirement, MagnifyMoney suggests setting a “clear and attainable goal.” The firm also suggests that consumers should “start saving early and often.”
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Relevant. Timely. For YOU.
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What Plan Sponsors Should Expect From a Retirement Plan Adviser
“You really need to ask a lot of questions about that adviser to ultimately get them to disclose whether they’re in this for you or for them—because they’re supposed to work for you. That’s ...
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Your Retirement Plan Has A Disease!
Workers may not be receiving the full value of their 401(k) retirement savings because of hidden fees, according to a new study by Employee Fiduciary LLC....
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Common Wealth Transfer Mistakes Families Make
When you think of the transfer of wealth and mistakes that come from this, your mind drifts to news articles of famous people who died without a will or estate plan. This is definitely a mistake but n...
INSPIRATION
“Dare to live the life you have dreamed for yourself. Go forward and make your dreams come true”
“In life’s journey, having the ability to predict the future gives us an unfair advantage. If we can understand the laws of cause and effect, anyone can predict the future. What we do today leads us to tomorrow’s destination. Why does this simple truth seem to be difficult for most people to understand?”
"The Best Way to Predict the Future is to Create It."
“The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.”
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
“We should remember that good fortune often happens when opportunity meets with preparation.”
“We Are Drowning in Information While Starving for Wisdom”
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Advisory Services Through Capital Investment Advisory Services, LLC. | Investment and Insurance Products Offered Through Capital Investment Group, Inc.
100 E. Six Forks Road, Ste 200, Raleigh, NC 27609 | 919.831.2370. | Check the background of your financial professional on FINRA’s Brokercheck