Since 1993, Capital Planning & Investments has been providing financial advice and diversified financial solutions for a wide range of consumers and businesses. We are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and objectives. Capital Planning & Investments advisors work with each of our clients to provide individualized, personal solutions. Capital Planning & Investments’ financial advisors assist our clients in growing their assets, in conserving and managing their wealth and to enhance, design and protect their family or individual lifestyle options. We take pride in delivering an unprecedented level of personalized service to each of our valued clients.
Services/Products
Individual Planning Financial Planning Asset Evaluation, Monitoring, and Management Cash Management Fee Based and Hourly Advisory College Funding Analysis/Programs Custodioal Account Investing Employee Benefits Analysis Federal/Municipal Employee Benefits Guidance Insurance Analysis, Evaluation, and Recommendation Investment Analysis and Selection IRA, Roth IRA, and IRA Rollovers Pension Plan Distribution Analysis Retirement Planning Tax Advantaged Investing Life, Disability, & Long-Term Care Insurance Business Planning Qualified Retirement Plans Business Continuation Planning Buy/Sell Analysis and Recommendation Non-Qualified Retirement Plans Small Business Group Benefit Programs,Individual Planning Financial Planning Asset Evaluation, Monitoring, and Management Cash Management Fee Based and Hourly Advisory College Funding Analysis/Programs Custodioal Account Investing Employee Benefits Analysis Federal/Municipal Employee Benefits Guidance Insurance Analysis, Evaluation, and Recommendation Investment Analysis and Selection IRA, Roth IRA, and IRA Rollovers Pension Plan Distribution Analysis Retirement Planning Tax Advantaged Investing Life, Disability, & Long-Term Care Insurance Business Planning Qualified Retirement Plans Business Continuation Planning Buy/Sell Analysis and Recommendation Non-Qualified Retirement Plans Small Business Group Benefit Programs