William Levon Kennedy

"Our Goal Is To Assist Our Clients With Their Financial Challeges."

The Right Company For The Right Reasons


 Capital Choice offers a complimentary MONEYMAP* analysis which gives you a personalized roadmap to help make financial decision. This customized analysis is a crucial tool to help families make better choices. While other companies sell products through 1-800 numbers and web sites, we educate families on the basic financial principles they need to know to help them plan for their financial future, and we show them how to apply this knowledge to their personal situation.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at william.kennedy@ccfinvestments.com or call (336) 370-1977.


 



 


 

 The following disclosures are applicable for the reports generated by the MoneyMap: • MoneyMap is not an accounting system. It also is not a financial plan. We suggest you consult your attorney, accountant or tax adviser for information concerning your particular situation. • The reports enclosed within are from information you provided to your adviser or what you inputted into the system. Projections are based on commonly accepted rates of return used in the industry and vary from a 0% rate of return to a maximum of 12% rate of return. • The results contained within may vary with each use and over time. • The reports generated do not determine, select, or contain any specific securities other than what your financial representative may recommend on the Action Plan report. Any recommendation naming a specific investment must be preceded or accompanied by a current prospectus. The prospectus contains detailed information about the investments, including charges, expenses, investment objectives and operating policies, so please read it carefully before you invest any money. IMPORTANT: The projections or other information generated by the MoneyMap regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.


 

 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

More Newsletters →