Capital Consulting & Asset Management

Add to Favorites

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

CLOSED NOW

Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

28 Years

in Business

Accredited

Business

(402) 477-2500Call Visit WebsiteVisit Website Map & DirectionsDirections140 N 8th St Ste 410Lincoln, NE 68508 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Lincoln with Financial Planning Consultants

Walton (13 miles)
Denton (14 miles)

More Info

Email

BBB Rating

Extra Phones

Phone: (402) 477-4792

Phone: (402) 937-7171

Fax: (402) 477-2763

TollFree: (888) 818-2226

Payment method

cash

Location

Apothecary Bldg

Neighborhood

Downtown Lincoln

AKA

Capital Consulting and Asset Management

Capital Consulting-Asset Mgmt

Other Link

http://www.ccam.net

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (402) 477-2500

Address: 140 N 8th St Ste 410, Lincoln, NE 68508

Website: http://www.ccam.net

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Capital Consulting & Asset Management

Tax Planning
Charitable Giving
Estate Taxes
Tax Services
Income Tax
Income tax and spending analysis and planning for past, current and future years. We will illustrate the impact of various investments on your current income tax and future tax liability.

Investment Management
Investment management and advisory services are provided by Capital Consulting & Asset Management, Inc. (“CCAM”) a registered investment advisor with the Securities Exchange Commission (“SEC”). SEC Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. For additional information on CCAM, please see our
Mutual Funds
In order to do this, we take every segment of the market into consideration. Using actively managed mutual funds, we’re able to get exposure to large, medium and small companies, both in the U.S. and abroad.
Bonds
Wealth Management
Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client. By learning about your current financial situation and understanding the lifestyle you wish to achieve or maintain, CCAM develops sound, individualized wealth management strategies.

Accounting Services
Payroll Services

Financial Planning
Rob was a student of the College for Financial Planning out of Denver and graduated in 1983. Shortly thereafter Rob received his Certified Financial Planner (CFP®) designation which he maintains to this day. Rob has more than 35 years of experience managing client assets and helping clients reach their financial goals. In addition, Rob holds an insurance agent license, which is required in order to evaluate insurance policies and strategize for clients.
Retirement Planning
Clients can also receive investment advice on specific area(s) of concern such as education planning, estate planning, retirement planning, or any other specific topic.
Annuities
We do more than take your order when it comes to annuities, offering hands-on help in product selection and concept packaging from leading carriers.
Long Term Care
From life insurance to disability and long term care policies, there is no such thing as a one-size-fits-all plan. Every person has different needs, and it’s important that you have an insurance strategy that fits you and your family’s lifestyle.
Asset Management
Simply put, asset allocation means spreading your money out over various segments of the market so that you’re not exposed to all of the risks in any particular segment.
College Funding
CCAM provides specific consultation and administrative services regarding investment and financial concerns of the client. Clients can also receive investment advice on specific area(s) of concern such as education planning, estate planning, retirement planning, or any other specific topic.

View All Services

Provided by