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 my foundation of success.
IMPORTANT MESSAGE TO OUR CLIENTS DURING THE COVID-19 PANDEMIC:
Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 518-867-4000 any time.
We are always here for you. #1-971747
We look forward to working with you toward your financial objectives. How can we assist you?
WEEKLY MARKET AND ECONOMIC COMMENTARY FROM THE LPL FINANCIAL RESEARCH DEPARTMENT CAN BE FOUND UNDER THE LPL TAB OF THIS WEBSITE. LETTERS ON KEY MARKET EVENTS FROM LPL FINANCIAL CAN BE FOUND UNDER THE ABOUT TAB UNDER BLOG.
Please read our Client Relationship Summary (Form CRS): Form CRS
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.