Investment Advisors Specializing in IRAs, Retirement
Plan Distributions and Estate Planning Securities
offered through LPL Financial
Welcome to the Emerald Circle Club
Membership in the Emerald Circle Club is offered to a limited group of CAP COM clients. In order to be offered the opportunity to participate in the EMERALD CIRCLE, we must be managing at least $350,000 of your household assets and be invested in either LPL Financial’s Strategic Asset Management (SAM) account or in an investment firm account.
Emerald Circle member-only benefits:
- Invitations to special quarterly events.
- A free subscription to "Market Insights", the quarterly research publication offered by LPL Financial.
- Periodic focus group opportunities that will evaluate various CAP COM Financial services and practices.
- Complimentary re-registration of securities (often needed when stocks are listed in one person's name, and are desired to be held jointly, when the need arises to transfer assets into trusts, or when the individual named on the investment is deceased).
- Periodic financial review appointments with our financial consultants complete with performance-history reports.
- An exclusive opportunity to receive a no-annual fee Platinum VISA® card compliments of CAP COM Federal Credit Union.*
- Complimentary income tax preparation provided by our team of income tax professionals.**
Contact us for more information regarding the Emerald Circle Club!
Schedule an appointment!
*Platinum Visa card offered through CAP COM Federal Credit Union and is not affiliated with or endorsed by LPL Financial.
**Tax preparation is offered through CAP COM Financial Services and is not affiliated with or endorsed by LPL Financial.