Investments

 

 

. Individual Retirement Plans

  • Roth IRAs
  • 401K Roll-overs
  • Traditional IRA
  • SIMPLE IRA
  • SEP
  • 403B

. Company Retirement Plans

  • Hartford Securities Distribution Company
  • ING Retirement
  • Nationwide
  • One American (American United Life)
  • Wachovia Retirement Services  

 

 

  • Mutual Funds
    • AIG Sun America
    • AIM
    • Alger & Co
    • Allegiant Funds
    • Alliance Bernstein
    • American Century Investments
    • American Funds
    • BlackRock Distributors, Inc.
    • Calamos Investments
    • Calvert Group
    • Columbia Management Funds
    • Davis Selected Advisers
    • Dreyfus
    • Eaton Vance Mutual Funds
    • Evergreen
    • Federated Securities
    • Fidelity Advisors
    • Franklin Templeton
    • Hartford Mutual Funds
    • ING Funds
    • Ivy Funds
    • Jackson Funds
    • John Hancock
    • JPMorgan
    • Kelmoore
    • MFS
    • MTB Group of Funds
    • Munder Funds
    • NATIXIS
    • Nuveen
    • OLD MUTUAL Investment Partners
    • Oppenheimer Fund Distributors
    • Pacific Funds
    • Phoenix Investments
    • Pimco Funds & Allianz Funds
    • Pioneer
    • Principal Financial Service (Formerly WM Group of Funds)
    • Putnam Investments
    • Seligman Advisors
    • Timothy Plan
    • Transamerica Funds
    • Van Kampen Funds
    • Wells Fargo
  • Variable Annuities
    • AIG American General
    • AIG Sun America Life
    • Allianz
    • American Skandia
    • Ameritas Variable Life
    • AXA Equitable Life
    • Hartford
    • ING American General
    • ING USA
    • Integrity Life Insurance Company
    • Jackson National Life
    • John Hancock
    • Lincoln Life and Annuity
    • Mass Mutual
    • MetLife
    • Midland National Life
    • Pacific Life
    • Pioneer Annuistar Variable Annuities
    • Sun Life Financial
    • TransAmerica Life
    • Western Reserve Life
  • Qualified Tuition Programs (529 Plans)
    • AIM College Savings Plan (Nebraska)
    • Alliance Bernstein CollegeBoundFund (Rhode Island)
    • Allianz CollegeAccess 529 Plan (South Dakota)
    • American Century - Learning Quest Advisor 529 (Kansas)
    • American Funds CollegeAmerica 529 Savings Plan (Virginia)
    • College Savings Bank - CollegeSure (Arizona)
    • College Savings Bank - CollegeSure (Montana)
    • CollegeChoice 529 (Indiana)
    • Columbia Management 529 (Nevada)
    • DC College Savings Plan - Calvert
    • Evergreen CollegeSense 529 Savings Plan (New Mexico)
    • Fidelity Advisor 529 (California)
    • Fidelity Advisor 529 Plan (New Hampshire)
    • Hartford Director SMART 529 (West Virginia)
    • John Hancock Freedom 529 Plan (Alaska)
    • Legg Mason Bright Start College Savings Program (Illinois)
    • Legg Mason Scholars Choice College Savings Program (Colorado)
    • NelNet Capital Educational Savings Plan Trust (Nebraska)
    • New York 529 Plan (Columbia Management)
    • Northern Trust "Bright Directions College Savings Program" Illinois
    • Oppenheimer Funds Scholar's Edge 529 (Oregon)
    • Putman College Advantage Savings Plan (Ohio)
    • ScholarShare Advisor Plan (California)
    • South Carolina 529 Plan (Columbia Management)
    • UPromise Iowa Advisor 529 Plan (Iowa)
    • UPromise The MOST Advisor Plan (Missouri)
    • Van Kampen Higher Education Plan (Alabama)
    • Wells Fargo - EdVest College Savings Plan (Wisconsin 

       

       

    Our services are designed to help you answer the following questions:

    How can I get more from my investments?

    How can I reduce my exposure to risk?

    How much money will I need to live comfortably in retirement?

    Am I saving enough?

    What is the best way to save for college?

    How can I help reduce estate taxes and preserve more of my assets for my heirs?

     

    We believe that education is the first step in understanding how to set financial goals.

     

    • We enable our clients to make informed decisions.

    • Set your goals and we help you map out the plan to achieve them using our proprietary software MoneyMap™

       

    • The MoneyMap™ acts as your "Roadmap" which helps you track your progress on the journey to financial freedom.

     

      Call: (336) 472-5212  Toll free 800-507-3009 

      Email to set up an appointment or to receive more information

       

      CAPITALChoice is independent, so that the company can select those products and services that are competitive. The company constantly strives to do what is right for you and your family.

     

     

     

     

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