Capital Planning Associates, Inc.
Our Services
Just as no two snow flakes are alike, neither are any two persons. Because of this, plans and services used by clients will not be the same. Since you don't know us and we don't know you, we offer a free consultation so we can see if we both feel that we can have a mutually beneficial relationship. If we don't, there will be no hard feelings or pressure on our part.
We do not pretend to be experts in all areas of finance. We know what we know and what we don't know. We won't try to replace your other trusted advisors, unless you wish, so we will coordinate with your accountant, attorney and other professionals to be sure we're all trying to guide you in the same direction.
Services offered:
Financial Planning
Retirement Planning
Retirement Income Planning
Asset Allocation
Risk Planning
Legacy Planning
College Funding/Planning
Charitable Planning
Life Insurance Analysis
