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Our Services

At Excelsus Capital Management, Inc, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Cash Management
  • Certificates of Deposit
  • Common Stock/Equities
  • Exchange Traded Funds (ETFs)
  • Fixed Income
  • Government Securities
  • Brokerage Accounts
  • Individual Retirement Accounts (IRAs)
  • 401(k) Accounts
  • Roth IRA
  • SEP IRA
  • Mutual Funds
  • Municipal Bonds
  • Treasury Bills
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Charitable Plans
  • Tax Planning
  • 401k Planning
  • 403b Planning
  • IRA Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Budgeting
  • Money Purchase Plans
  • Profit Sharing Plans

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Liability Insurance
  • Individual Health Insurance
  • Group Health Insurance