Services

“In retirement, I look for days off from my days off.”

Mason Cooley

Retirement Planning

Capital City Wealth Management is Bismarck’s first fee-only retirement planning service focused exclusively on retirement income. Our services take care of all the details so retirees can focus on living their retirement.

We meet with clients across the country by using web-based technology where you can view our computer screen. When working remotely you can discuss your finances in a relaxed environment, from the comfort of your home or office. 

Benefits of working remotely with a Financial Planner

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Meet from the comfort of your home or office

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Avoid lost time trying to find parking or directions

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Spouses can participate from different locations

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Flexible meeting times

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Skip sitting in traffic

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Secure online document sharing

We Offer Two Retirement Services:

The Retire-Ready Blueprint

The Retire-Ready Blueprint is our unique, retirement planning process. To learn more, click the button below:

Ongoing Planning

Let us walk the retirement journey with you. To learn more about our ongoing planning service, click the button below:

Our Services Help Answer the Questions:

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When can I retire?
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Why do I want to retire?
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What is the annual cost of my investment plan, are the costs appropriate?

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What improvements can I make to my retirement plan?

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What is my ideal Social Security claiming age?
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How long can my investments sustain my income?

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What are my retirement healthcare options?
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Will I have a surplus for my heirs?

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Can I achieve my desired retirement income?

Learn what Benjamin can do for you.

Learn what Benjamin can do for you.

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