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7900 Xerxes Avenue So., Suite 500 Bloomington, MN 55431
MN

Phone:

952-893-1200

Fax:

952-893-0133

E-mail:

                             Capital Management Securities, Inc.

WE ARE HERE TO HELP.

Across all markets

EXPERIENCED PROFESSIONALS.

For any questions you have

COLLABORATIVE APPROACH.

To help ensure your success

 

INVESTMENT PLANNING

Investing to meet your goals without proprietary investment products.

 

ESTATE PLANNING

Protecting your assets and cementing your legacy.

 

TAX PLANNING

Increasing tax efficiency and leveraging the tax code.

   

RETIREMENT PLANNING

Creating efficient retirement income and managing risk.

 

Legacy Planning

Funding next generation education or charitable causes.

 

Employee Compensation

Optimizing your income to meet your financial goals.

 

Contact Capital Management Securities, Inc

By Phone: 952-893-1200

By Fax: (952)893-0133

By Email: mglennie@cap-mgt.com

Or in person:

 

7900 Xerxes Avenue So., Suite 500
Bloomington, MN 55431

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Payment

How much would your monthly lease payment be?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck