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Retirement planning is about more than getting off to an early start, growing wealth and “being comfortable.” It’s about utilizing the wealth to live, to support causes near to your heart, to provide for your family and to fulfill your dreams. To do so, you must know how to preserve and sustain your wealth through all four stages of retirement.
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Forbes Best in State Wealth Advisors list includes multiple recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings.
Third-party rankings and recognition's are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client no are they representative of any one client's situation.
Capital Asset Management, Inc.
3636 N. Roff Avenue
Oklahoma City, OK 73112
405-947-2913
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Capital Asset Management is a marketing name. Securities, insurance and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Adviser. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Neither FSC nor its representatives offer tax or legal advice.
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