Welcome to the Capital Managers Advisor Association; we are a trade association of producers working to promote the services of hundreds of independent financial advisors and insurance agents in the United States. Together with local professional advisors, we work to bring retired citizens answers to the questions they have about retirement.
With a staff of well over 1600 professionals working in cooperation with scores of dedicated volunteers, Capital Managers Inc. provides the retired public with critical information, education and a wide variety of planning tools.
Feel free to browse inside our site to learn all about annuities. If you need assistance click on "Ask an Advisor" above to find an advisor in your state.
Headquartered in Big Lake Minnesota, Capital Managers Advisors Group is a cutting-edge financial planning association that offers diversified products and services. We are dedicated to our clients, focusing on their needs first and foremost. We pride ourselves on being fully trained Retirement and Estate Planning Specialists – not stockbrokers.
At Capital Managers Advisors Group, we build relationships based on trust; provide outstanding retirement and estate planning services, while offering strategies, techniques and a diversified range of superb financial products from leading companies.
We never charge a consultation fee nor do we obligate our client's into Brokerage based wrap accounts with on-going oversight fees, as is most popular in the financial planning business.
One of our greatest areas of expertise at Capital Managers Advisors Group is advising folks on how to invest appropriately for their particular situation, age and needs. We are truly a special company.
Is Your Portfolio Insured?
Think about this for a moment: your home is insured, your car is insured, your health is insured, perhaps your life is insured - but, is your portfolio insured?
If you are like most retirees your portfolio represents your largest asset, possibly larger than the value of your home. To think that it is uninsured could be catastrophic.
Insured from what, you might ask?
All retirees and those close to retiring need to be insured from the potential Four Enemy’s of Portfolio Demise:
1st: LAWSUIT LIABILITY RISK
2nd: HEALTH CARE EXPENSE
3rd: NURSING HOME/CUSTODIAL CARE
4th: TAXES AT DEATH
If You Have Assets...
One or more of these negative forces might severely impact your portfolio either BEFORE or AFTER you die. Do you have a plan in place that can insulate you from the Four Enemy,s of Portfolio Demise while providing you with current income, emergency funds, tax advantages and growth potential for your future?
When it comes to the protection of wealth, perhaps no one needs more professional assistance than today's affluent seniors, especially those in the age group known as "The Greatest Generation."
What is at stake for them, as well as for their children, their grandchildren and their beloved charities, is a phenomenal $18 trillion. That is the potential wealth they will be leaving to their heirs, the "Baby Boom" Generation, over the next several years.
Unfortunately, it won't be happening for many if they don't have expert advice and proper protection and planning.
History & Mission
Our mission is to serve clients of all ages and from all walks of life with the very finest in financial products and services. And when it comes to seniors, we have special expertise.
Without question, today's seniors are concerned. And that's where we come in.
We know how to help them protect and preserve their estates from the erosive forces of taxes, inflation, volatile markets and even the costs of a nursing home or quality care at their own home.
Yes, we know how to help them because we give them something that few others can: a superior, intelligent, state-of-the-art...retirement and estate plan.