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
Meet from the comfort of your home or office
Avoid lost time trying to find parking or directions
Spouses can participate from different locations
Flexible meeting times
Skip sitting in traffic
Secure online document sharing
Ongoing Planning Retirement Services:
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:
What is the annual cost of my investment plan, are the costs appropriate?
What improvements can I make to my retirement plan?
How long can my investments sustain my income?
Will I have a surplus for my heirs?
Can I achieve my desired retirement income?