Courtney Capital Management – Financial and Investment Services in Solvang California - Investments – Insurance – Retirement Planning

Individual Solutions for Individual Investors

Every investor has specific needs, objectives and risk tolerances.  However, we all invest to see our assets grow.  We are here to help you accomplish your goals and objectives.  There are many roads you can take to achieve your goals and many vehicles to get you there.  CCM can help with all your savings and retirement needs and offers the following individual solutions:

401k Rollover

IRA Management: Traditional, Roth, SIMPLE, SEP, SAR-SEP, Educational Savings IRA

Investment Account Management

Annuities & Guaranteed Income Products

Wealth Transfer Planning (Estate & Financial Planning)

Life Insurance

Tax Free Income

Learn more about our Investments, Planning, and Insurance Services

Talk to us to learn more and for a free consultation.