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Cape Investment Management provides individuals and families with financial and estate planning services. The firm offers in addition to these services investment in equity and fixed income securities and insurance, including annuities.
Cape Investment Management has a department dedicated to employer retirement plans including 401(k) plans, 403(b) plans, Traditional IRA and ROTH-IRA accounts, Simplified Employee Plan (SEP-IRA) and Simple-IRA. The firm has a Certfield National Social Security Analyst (NSSA) on staff that integrates retirement plans with social security optimization.
Cape Investment Management provides health insurance guidance and coverage to individuals and business.
Another scope of the firm is family and business tax preparation. The firm has tax-advisors on staff including a Certified Public Accountant (CPA) and Certified Business Valutation Analyst to advise and assist on buy and sell agreements and IRS compliance and representation services.