CMA FORM CRS CMS FORM CRS 952-893-1200 mglennie@cap-mgt.com

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WE ARE HERE TO
HELP.

Across all markets

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EXPERIENCED
PROFESSIONALS.

For any questions you have

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COLLABORATIVE
APPROACH.

To help ensure your success

INVESTMENT PLANNING

Name: Capital Management Associates - Financial Advisors Nationwide
Address: 7900 Xerxes Ave S, Minneapolis, MN, 55431, US
Telephone: 952-893-1200

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

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators

Over 40 years in business

Over 200 years combined experience

1.6 B Assets Under Management

WE ARE HERE TO HELP.

EXPERIENCED PROFESSIONALS.

COLLABORATIVE APPROACH.