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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 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 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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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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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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Download Our Free Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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