Market Capital Management

History

Market Capital Management, Inc. creates and preserves client financial portfolios using all resources available. Although we are generalist in the financial planning industry, covering all aspects of a clients financial future; specialists are consulted when it is relevant to the clients best interest. It is our goal to have long term relationships with our clients, communicate regularly, and operate under the following 5 Core Values. 1. Integrity - we will always do what is right 2. Trust - we will always keep our promises 3. Client Focus - our clients are our business 4. Education/Knowledge - we will always keep learning 5. Professional - we will always be dependable, reachable and responsive As financial advisors we are experienced at developing financial solutions for individuals and business based on lifestyle needs. Relationships are established with individuals, plans are developed, and client financial portfolios are monitored and reviewed regularly.

Specialties

At Market Capital Management, Inc. we offer access to a full range of services to help investors achieve their personal financial goals. Some of these services include allocation planning for stocks, bonds, mutual funds, annuities & REIT's, setting up & serving Trusts, IRA's, 401K plans, 401K rollovers, as well as insurance & mortgage services. Our Retirement and Wealth Planning center focuses on financial planning and retirement income strategies. Be assured we will use all the tools available to ensure you have a successful investment experience. For a complimentary second opinion Financial Review of an existing Retirement Plan or an Investment Portfolio Contact Us and we will be in touch.