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@capitalchoice.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

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

More Newsletters →