HELPING YOU RETIRE WITH CONFIDENCE

If you are like most of our clients, you're concerned about three things:

1)  Will I have enough money to retire comfortably?

2)  Will I outlive my money?

3)  Will health problems ruin my retirement? 

We can answer these questions for you and help you achieve financial peace of mind.  Corpus Capital Management is a Registered Investment Advisor that serves retirees and those nearing retirement.  My name is Jeff Davis (that's me on the right) and I'm the President of the firm.   We work together to bring our clients straight answers to the questions that keep them up at night. 

Our approach to helping you manage your money is based upon four core principles:

  • Providing reliable income throughout retirement
  • Protecting your money from wild market swings and taxes 
  • Seeking growth to protect against inflation
  • Providing liquidity when you need it most

Today's retirees are faced with huge challenges, not the least of which is converting assets into an income that will last.  This is where we focus our practice and efforts.

We believe strongly that our methods are right for these turbulent times!

If you would like to learn more, we would like to invite you to one of our Income Planning Workshops.  Please call us for upcoming dates and locations.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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