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Our Services

At Capital Resource Management, LLC , we provide assistance in the following areas:

The following services we provide are:

  • Asset Allocation Planning
  • Estate Planning
  • Investment Advisory Services*
  • Business Succession Planning
  • Charitable Planning
  • Retirement Cash Flow Planning
  • Executive Planning and Services
  • Risk Management
  • College Planning
  • Online Account Aggregation Services

These strategies could incorporate any of the following sample planning themes:

Estate Planning

  • Gift and estate tax strategies
  • Multigenerational planning
  • Asset valuation discount techniques
  • Remainder Interest transactions
  • IRA/Qualified Plan distribution strategies
  • Asset Protection Plans

Business Succession Strategies

  • Buy/Sell consulting
  • Development of exit strategies
  • Family transfer issues
  • Buy/Sell agreement funding
  • Business practice valuation
  • Non-qualified executive compensation

Charitable Planning

  • Identify charitable objectives
  • Development of charitable strategies
  • Cash flow planning analysis
  • Life insurance and charitable giving

Investment Advisory Services*

  • Identify investment objectives
  • Evaluate risk tolerance
  • Optimize asset allocation design
  • Develop Investment policy statement
  • Ongoing investment monitoring
  • Web based portfolio tracking

Executive Compensation Planning

  • Identify compensation objectives
  • Development of executive planning strategies
  • Cash flow planning analysis
  • Key man planning services
  • Fringe benefit design services