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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Client Services

Client Services

At CMG we see you as a human first, then as a client. No two portfolios are the same because everyone has different goals and dreams!

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Retirement Planning<br/>Individuals

Retirement Planning
Individuals

You’ll retire once. We retire people several times a week. Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth.

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Retirement Planning<br/>Business

Retirement Planning
Business

As owners, you (your partners) are the lifeblood of your organization. But have you considered what will happen when you or someone else is ready to retire?

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

WAME 92.9FM | 550AM

WAME 92.9FM | 550AM

Don't forget to listen to William Monday through Friday at 7:50am on Country Legends 550AM/92.9FM for your morning financial update "Right on the Money."

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Military Financial Review

Military Financial Review

You served us, let us serve you.  Whether you are active-duty or retired military, guard/reserve, transitioning to civilian life, a veteran or family member Capital Management Group of the Carolina's Inc. stands ready to assist you with financial guidance at no charge.  It's the least we can do for you, thank you for all you do for us.  Call 704-878-6677 for your appointment today!

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Meet Our Team

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

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