We Help Business Owners
Structure And Service 401k Plans

Plan structure   |   Cost comparison   |   Participant education
Book a Discovery Meeting

Business owners have a fiduciary responsibility for their employees 401k plans

Unsure if you are fulfilling your 401k fiduciary responsibilities?

Our experienced team will guide you and your employees, so you can feel confident you are compliant.

Worried your 401k plan is at risk if financial markets become volatile?

We'll ensure your company 401k plan is properly serviced, aiming to reduce risk for your employees if markets are volatile.

We provide 401k advice, so you can feel confident your employees are getting the right advice

Services Beyond Investing

Your 401k contributions are taken out of your pay-check before taxes are deducted, which means you pay less in taxes. At Capital Planning, we endeavor to maximize those savings with the right independent advice:

01

Ongoing Investment
Recommendations

01

Ongoing Investment
Recommendations

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02

Ongoing Investment
Monitoring

02

Ongoing Investment
Monitoring

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03

Qualified Default
Investment Alternative Assistance

03

Qualified Default
Investment Alternative Assistance

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04

Non-Discretionary Model Portfolios

04

Non-Discretionary Model Portfolios

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05

Participant
Enrolment

05

Participant
Enrolment

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06

Participant
Education

06

Participant
Education

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07

Benchmarking
Services

07

Benchmarking
Services

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08

Assistance Identifying Plan Fees

08

Assistance Identifying Plan Fees

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Capital Planning has served clients for over 25 years.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

How it works

You deserve to enjoy life, safe in the knowledge you've set yourself up for a secure financial future.

01

Discover

We'll visit your office for an informal discovery meeting, we'll answer any questions and ensure you feel comfortable before you commit to anything.

02

Plan

We'll guide you through your personal 401k recommendations and disclose all costs, so you can feel confident you're making an informed decision.

03

Implement

We'll be there to keep you informed and guide you every step of the way, so you can feel confident you've made the right financial decisions and focus on enjoying life.

We Live to Serve

Investment Planning

Investment Planning

Your partners in all things financial

Family Matters

Family Matters

Education Funding   I   Elderly Care   I   Estate Taxes

Retirement Planning

Retirement Planning

Your partners in all things financial

Company 401k Plans

Company 401k Plans

Plan structure   |   Cost comparison   |   Participant education

Insurance Planning

Insurance Planning

Protect your family when it matters most

Tax Planning

Tax Planning

It's not what you earn, it's what you keep

Don't see the service you are looking for?

Contact us today and we'll be happy to guide you.

How are we different?

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you’re going to have enough money to support yourself through retirement.

In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, safe in the knowledge that your financial future is secure.