Broker Check

Retirement Planning & Wealth Management

As experienced financial advisors at Market Capital Management, Inc., we will work with you to develop a customized investment plan strategically suited to your individual needs, personal financial situation, risk tolerance, and long-term goals.

Retirement plans are either defined benefit plans or defined contribution plans. Do you know which you have? Do you know the advantages and disadvantages of both plans? A defined benefit plan is a pension plan where the employee receives a set amount of money when he/she retires. A defined contribution plan is a retirement plan where the employee contributes a set amount of money on a regular basis such as a 401(k).

For complete asset management, a wide assortment of mortgage products and services are offered which can be custom-tailored to your particular real estate needs. Our mission is to get you the best interest rate available and also save you money. We work with over 150 different lenders and have more than 100 different loan programs.

Mortgage services offered through MCM Financial Services, Inc.. MCM Financial Services, Inc. is not affiliated with Osaic.

Investment Accounts & Products

  •  Strategic Management of 401(k), 403(b) & other workplace savings plans
  • 401(K)
  • Profit Sharing Plans
  • Traditional IRA
  • Beneficiary IRA’s
  • SIMPLE IRA (Savings Incentive Match Plans)
  • SEP-IRA (Simplified Employee Pension)
  • Roth IRA
  • Education IRA/Coverdell ESA
  • 529 College Savings Plans
  • Tax-Advantage Annuities*
  • Mutual Funds
  • Municipal Bonds
  • Corporate Bonds
  • Stocks
  • Money Market Funds
  • REIT's

Mortgage Products

  • Refinance
  • Low Interest Rates
  • Fixed Rates
  • Interest Only Loans
  • Cash Out Refinances
  • ARMs (Adjustable Rate Mortgages)
  • Up to 40 Years Amortization Available
  • Both Conforming and Non-Conforming Loans
  • Construction Loans