Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax management  
  • Investment advice
  • Federal Employee Benefit Analysis
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 

Christy Capital Management, Inc. offers access to comprehensive wealth management by developing lasting relationships with clients and peers through education and implementation of financial principles based upon our belief that all people have been called to a life of stewardship.

Christy Capital Management, Inc. and its representatives are engaged in the business of providing financial, investment advisory and insurance services to its customers. In this capacity we operate as a state licensed insurance agency and/or investment advisory firm in the states in which we are properly licensed to conduct business.