Client Centered

All the pieces together,

optimally.TM

We help individuals and families
solve the financial puzzle.

Our purpose is to help every client identify the pieces of their financial life and provide clarity on how to bring everything together. Let Capital Financial Planners help you get the most from life by bringing All the pieces together, optimally.TM

Wealth Management

Values and Vision for Your Wealth, Strategic Planning, Tailored Investments, ESG/Socially Responsible Capabilities, Monitor and Review Portfolios, Multi-Generational Planning.

Financial Planning

Retirement Transition Planning, Sustainability Analysis, Distribution Strategies, Social Security Strategies, Collaboration with Your Insurance Team.

Estate Planning

Collaboration with Your Legal Team, Trust & Estate Services, Charitable Planning Strategies, Estate Tax and Gifting Strategies, Beneficiary Coordination.

Tax Planning

Collaboration with Your Financial Team, Tax Minimization Approach, Portfolio Coordination, Tax Law Updates.

Client Communication

Personal Meetings, Phone Calls, Virtual Meetings, Social Media, Website, Email, Newsletters, Client Events and Client Advisory Board.

Team Approach

Your Existing Professional Network, True Internal Partnership Structure, Third-Party Resources, One Call Concierge Relationship.

A team working for you.

A team working for you.

“If you want to walk fast, walk alone. If you want to walk far, walk together.”

This African proverb beautifully summarizes the approach we take at Capital Financial Planners. We believe our best work comes from serving as a team, not as individuals. This allows our clients to benefit from the professional and life experience from all members of our team and professional network, not just a single advisor. By putting the needs of our clients at the beginning of every step, with a customer-first service model, we are able to plan and customize the entire wealth management process to serve you, optimally.

THE ESSENCE OF A PUZZLE.

THE ESSENCE OF A PUZZLE.

"Isn't it funny how day by day nothing changes, but when you look back everything is different."
-C.S. Lewis

The essence of a puzzle is identifying and organizing different pieces to be arranged, developing a strategy, and then fitting all the pieces together.

In the puzzle of life, pieces are sometimes hard to see. Harder still is how all of these pieces come together, optimally.

Working with Capital Financial Planners, you’ll discover we live by the principle that identifying and prioritizing the important pieces of life’s puzzle is the most effective strategy to living life optimally.

Ready to work with a thoughtful, committed team?

We’re ready to listen.

Let's get started