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FINANCIAL ADVISORS AND  WEALTH MANAGEMENT IN OKC FINANCIAL ADVISORS AND  WEALTH MANAGEMENT IN OKC FINANCIAL ADVISORS AND  WEALTH MANAGEMENT IN OKC

 

Welcome to Capital Asset Management, Inc.

At Capital Asset Management, Inc. we understand how hard you work to provide comfort and security for your family now and for yourself in the future. Our team of financial advisors wants to help you make informed decisions with your money because we believe that your hard work should pay off.

Learn More Meet Our Team
 

At every stage of life, Capital Asset Management's financial advisors help you to be prepared.


Starting

Starting out, you use financial planning and wealth management to find realistic ways to reach your goals.


Growing

As your family and your responsibilities grow, you use financial planning to help meet your current and future needs.


Stability

At the stable part of your career and life, you use wealth management to find a balance between enjoying today and tomorrow.


Retirement

In retirement, you use financial planning to support yourself in the many years of life ahead of you, and establish a legacy that will live on after.

Helpful Content

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

 

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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