Welcome to our Web Site, where you'll find a wealth of information in our Resources section, from Todays Market Rates, Calculators, Quote Request Forms, Newsletters, E-Seminars and Research Articles.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Capital Choice Advisors created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
We appreciate you visiting our website and have included the featured content (bio) in “Charlotte Magazine” about Robert W. Sayman, as “Charlotte’s Five Star Wealth Manager” for the year 2008, 2009 and 2010.
1. A clear understanding of their financial goals.
2. A well-defined roadmap for achieving those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
Be sure to add our site to your list of "favorites" in your Internet browser. Our Website is updated weekly, so please take advantage of the Resources as we wouldn't want you to miss any developments in the area of personal finance, and you'll also find calculators that will help you assess your current and future needs.
For help with your financial management, or for more information on Capital Choice Advisors, please contact us today at 704/542-5499 and learn more about how key issues could be effecting your financial future.