In our latest spotlight, we take a different approach and speak with the now youngest member of our office, intern Ty Everitt. We found out that not only does he have an affection for a certain sport and winter holiday, but also that his favorite part of our meetings MIGHT just be the food that comes with it.
Learn more from the FULL spotlight here:
My first paying job was giving baseball lessons. I was 16 at the time and wanted to earn money to buy a car. Baseball is something I’m passionate about and I enjoy sharing my knowledge, so giving lessons was a no brainer. I gave multiple lessons a week working with kids on their hitting, pitching, and defense. My favorite part of it was getting to know each kid individually and developing a relationship over our common interest in baseball.
I handle duties at Capital Planning ranging from organizing our clients’ information in our online files to picking up lunch for the office from a local restaurant. I take pride in doing a lot of the back-end work for the office. I also enjoy sitting in on meetings and seeing how good business is done. Plus, great food often comes along with the meetings!
My favorite holiday is Christmas. Aside from the cold weather, I enjoy the time with family that comes along with the holiday season. I like giving and receiving gifts, listening to Christmas music, and watching Christmas movies. My favorite Christmas movie is Home Alone. I look forward to my mom’s tradition of cinnamon rolls every Christmas morning.
Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.
At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.
Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.
Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.
If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.