Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Beginning in May 2021, some very exciting things will be happening at our firm, bringing you fresh perspectives while maintaining our proud traditions of client service:
Thank you for being a part of our past and for allowing us to walk with you on your financial journey.
Stay tuned for some important announcements!
Capital Financial Planning is a distinctive place to do business. We are large enough to be effective but small enough to provide a highly personalized client experience.
We offer customized investment advice, financial plans, wealth management, and investment advisory services through Capital Financial Planning, our Registered Investment Adviser firm.
To be connected to any adviser throughout our network, please visit the financial professionals page to link to contact information.
We consider investment products a “means to an end”, the tools we use to address your objectives. Because we are not subject to product quotas or minimums, our only agenda is that of our clients.