| Advisor Profile |
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| Name: |
Vern Swegle, President |
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Business Description |
| We help clients (age 50+) acheive their lifetime goals, reflect their values and enjoy their golden years. Our commitment is to help clients take advantage of every conceivable planning concert and strategy available that will help them live better, today...and throughout their retirement years. Capital Management Strategies is an independent retirement, tax and estate planning firm. We are dedicated to providing integrated solutions to build, manage and preserve clients' wealth and help them achieve financial security. |
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| Prepared By: |
Vern Swegle, President |
| Most Recent Update: |
11/17/2007 |
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