Independent Life Insurance
And Medicare Advice

Protect your family when it matters most
Book a Discovery Meeting

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

Need guidance on how and when to sign up for Medicare?

We'll guide you on how to avoid late enrolment penalties and delayed coverage, so you can feel confident you are covered.

Unsure what the different parts of Medicare cover?

Our experienced team will guide you on what you are and are not covered for, so you are not left in the dark.

Uncertain of the right life and long-term care insurance for you?

We'll advise you on your options and provide recommendations so you can feel confident you have the right policies in place.

We provide guidance on insurance and Medicare, so you can focus on enjoying life

Services Beyond Investing

Feeling confident you are covered throughout your lifetime and into retirement, allows you to focus on living life to the full. Whether you need a review of your existing policies or to put the right policies in place, at Capital Planning, we can guide and advise you on all things insurance and Medicare:

01

Disability insurance
review

01

Disability insurance
review

View Details
Click Here

02

Life insurance
needs analysis

02

Life insurance
needs analysis

View Details
Click Here

03

Long term care
insurance analysis

03

Long term care
insurance analysis

View Details
Click Here

04

Review of existing
policies

04

Review of existing
policies

View Details
Click Here

05

Medicare
planning

05

Medicare
planning

View Details
Click Here

06

Education
of HSAs

06

Education
of HSAs

View Details
Click Here

07

Business Insurance
planning

07

Business Insurance
planning

View Details
Click Here

08

Social security
planning

08

Social security
planning

View Details
Click Here

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're protected when it matters most.

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.