Our Services 

Comprehensive financial guidance to help you pursue your goals with confidence.

Services  & Offerings

Financial Planning

• Goal-Based Planning
• Cash Flow Analysis
• Education Planning
• Major Life Transitions


Investment Management

• Asset Allocation
• Portfolio Construction
• Risk Assessment
• Rebalancing
• Ongoing Monitoring

Retirement Planning

• Retirement Income Planning
• Social Security Strategies
• Distribution Strategies
• RMD Management

Risk Management

• Insurance Analysis
• Income Protection
• Long-Term Care Evaluation
• Survivor Planning

Wealth Transfer & Estate

• Estate Coordination
• Beneficiary Reviews
• Legacy Planning
• Charitable Giving Planning

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Claremont Financial Group, Inc. ("CFG") is a registered investment advisor with the U.S. Securities and Exchange Commission ("SEC"). Certain advisory persons of CFG are also registered representatives of Capital Investment Group, Inc., an independent broker-dealer and member of FINRA and SIPC ("CIG"). CFG and CIG are not affiliated. An advisory person of CFG may, in one's individual capacity as a registered representative of CIG, offer securities through CIG where commissions are earned. CFG does not earn ongoing advisory fees for any securities implemented through CIG. 
Capital Investment Group, Inc.; 100 Six Forks Road, Ste. 200, Raleigh, NC 27609  (919) 831-2370


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