Foundational Planning For Your Financial Future

Your partners in all things financial
Book a Discovery Meeting

A guided approach to financial planning today, can help avoid worry and concern later in life

Unsure how to prepare financially today to feel comfortable later in life?

Our experienced team will work to ensure you feel confident about your financial future.

Need guidance putting together a financial plan for your future?

We'll guide you through a transparent and robust foundational planning process and tailor a financial recommendations roadmap for you.

We provide foundational planning for your future, so you can focus on enjoying life

Foundational Planning

Our disciplined approach to building a financial foundation for your future.

Our proprietary Retirement Wave Strategy process designed to help you work toward maximizing your retirement distribution.

Protection

Protection

Right-sizing your life and disability insurance to fit your current situation.

  • Life insurance
  • Disability insurance
01

Estate
Planning

Estate Planning

Protecting against life’s financial uncertainties in the event of premature death.

  • Will
  • Power of attorney
  • Health care directive and living will
  • Testamentary Trust
02

College
Savings

College Savings

Determining the cost of college and your funding goals, and helping you select efficient investment vehicles to get you there.

  • 529 college savings plans
  • Roth IRAs
04

Wealth Accumulation
Roadmap

Wealth Accumulation
Roadmap

Implementing a personal plan to work toward meeting your long-terms goals and objectives

  • Emergency Fund
  • Savings for a home and lifestyle changes
  • Retirement savings- 401(k), IRA, Roth IRA, SEP, etc.
03

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

Visit our 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 recommendations roadmap, 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.