Clients

We are your financial advocate

We Understand

 

Throughout life, you can experience many changes – marriage, parenting, death, divorce, employment, business ownership, retirement….No two people are the same.

Life experiences bring along financial challenges that need solutions.

Your financial well-being depends on finding the right solutions to the financial challenges you face.  We understand.  You need an independent advisor willing and able to be your advocate.  We find solutions that fit you.

CMIQ Offers More

We have in-house professionals in legal, accounting, tax, insurance, and investments for all your financial needs.

Individual & Family Advice

 

Traditional Investments

Non-Traditional Investments

Trusts & Estate Planning

Retirement

Tax Planning

International

Business

Advice

 

Cash Management

Financing

Banking

Employee Benefit Plans

Risk Management

M&A

Exit Plans

Tax Planning

What Financial Challenges

Are You Facing?

Traditional

Investments

 

Stocks

Bonds

Mutual Funds 

ETFs

Retirement

 

Individual Retirement Accounts

Social Security

Defined Contribution Plans

Defined Benefit Plans

Non-Traditional

Investments

 

Alternative Investments

Self-directed Investments

Due Diligence

Credit Analysis

Tax

 

Tax Planning

Recent Tax Legislation

Estate

Planning

 

Trusts

Life Insurance

Personal Annuities

Gifts

International

 

Non – U.S. Securities

Non – U.S. Residence

Non – U.S. Citizens

 

 

Contact

Michael H. Simms - Managing Director

Email:  MSimms@CapitalMarketsIQ.com

Phone:  (561) 472-0815

 

 

 

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