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Thomas A. Luing, CFP®

Capital Management Associates

500 Wells Fargo Plaza
7900 Xerxes Avenue South
Bloomington, MN 55431
Phone: (952) 746-1111
Fax: (952) 893-0133

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Household Income Minimum: $60,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.