Our Services
At Capital Wealth Strategies, Inc, our focus is to help you improve your quality of life through financial independence. We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.
Personal Strategies
Financial Resource Services
- Life & Disability Income Insurance Needs
- Review of Savings and Investments
- Retirement Income Needs
- Budgeting and Cash Flow Study
Retirement Products & Services
- Individual Retirement Accounts (IRAs)
- Fixed and Variable Annuities
- Retirement Needs Review
- Long Term Care Insurance
Tuition Funding Programs
- College Costs Analysis
- Comparison of Investment Alternatives
- Insurance and Investment Products
Investment Products
- Mutual Funds
- Unit Investment Trusts
- Variable Annuities
- Direct Participation Programs
- Securities Brokerage Services
Estate Planning
- Estate Preservation
- Tax Reduction Strategies
- Charitable Giving
Business Strategies
- Funding Option Analysis
- Buy - Sell Strategies
- Family Business Succession Planning
- Key Person Insurance
Executive Fringe Benefits
- Executive Bonus Plans
- Split Dollar Insurance
- Deferred Compensation Funding
- Salary Continuation Plans
- Non-Qualified Executive Fringe Benefits
Employee Benefit Program
- Life and Disability Income Insurance
- Pension, Profit Sharing and 401(k) Plans
- Payroll Deduction Plans
- SIMPLE IRAs
- Non-Qualified Retirement Programs
Non-registered Insurance products and services are provided by Paul Clough as a direct agent of those insurance companies. Such services are not affiliated with The Investment Center, Inc. and IC Advisory Services, Inc.
Tax planning and accounting services are provided by Paul Clough, Certified Public Accountant.
Such services are not affiliated with The Investment Center Inc. or IC Advisory Services, Inc.
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