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Capital City Wealth Management

Fee-Only Bismarck North Dakota Financial Advisor

(701) 250-7220

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Retirement Planning

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.

Our service 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?

Where can I get more information?

Schedule yourself for a no-cost, no-obligation introductory call. Pick our brains for FREE and decide if our retirement planning services are right for you.

Schedule your appointment here:

Learn what Benjamin can do for you.

 
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© 2023 · Capital City Wealth Management - CCWM is a North Dakota Registered Investment Advisor