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.
Our services help answer the questions:
- When can I retire?
- Why do I want to retire?
- Can I achieve my desired retirement income?
- How long can my investments sustain my income?
- What improvements can I make to my retirement plan?
- What is my ideal Social Security claiming age?
- What are my retirement healthcare options?
- Will I have a surplus for my heirs?
- What is the annual cost of my investment plan, are the costs appropriate?
We offer two retirement services:
Assisting clients with our unique retirement planning process, The Retire-Ready Blueprint.
Walking the retirement journey with our clients as part of ongoing planning.