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

Loan Payoff

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

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