S W C E D
pride in being able to put our clients on the right track to
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achieving financial independence and success. Our profes-
apital Planning & Investments, Inc. A Solid Financial Leader Since 1993.
sional staff enjoys working with every kind of investor, from business owners to corporate employees. Whether your needs
S
ince 1993, Capital Planning & Investments
has been providing comprehensive financial solutions. A leader in the financial industry, we offer a diverse array of services, from financial planning to insurance to fee based and hourly advisory services. Capital Planning &
Simply put, Capital Planning & Investments becomes a
are as simple as open-
partner in your journey toward achieving financial success.
ing a beginning IRA account or more complicated asset
W
ith Our Extensive Capabilities, We Can Handle Every Financial Challenge.
Investments assists a wide
Capital Planning & Investments features extensive
range of clients with their
capabilities, including comprehensive financial planning,
unique financial requirements.
asset evaluation and management, cash management, fee based and hourly advisory services, college funding
evaluation and management, you’ll discover the same kind of passion for excellence. For us, helping you become financially successful long-term is simply what’s most important.
E
njoy Substantial Advantages With Capital Planning & Investments.
Notably, our team consists
analysis, employee benefit analysis, and retirement
of experienced professionals
planning. We also provide strategic services for businesses,
Working with Capital Planning & Investments is beneficial
who are financial industry
ranging from small business benefit programs to retirement
for individuals who are too busy to manage their own
veterans. Their backgrounds
planning to business continuation planning.
finances. It is essential for those who have recently had
span investment manage-
a major lifestyle
ment, insurance, accounting,
With our comprehensive range of ser-
tax preparation, and small
vices, Capital Planning & Investments is
business management. Drawing on this vast knowledge
capable of meeting all types of financial
and expertise, the firm is capable of handling even the
requirements. Our client base consists
most complex financial challenges.
of different people with varied financial situations, such as teachers, small busi-
Capital Planning & Investments remains committed to providing exceptional, personalized service. It’s the reason we develop long-term relationships with our clients.
change, job change, marriage, divorce, or other significant life event. Whatever your unique financial
ness owners, CEOs, federal employees,
needs may be, we
as well as military personnel.
can help you clear
C
up the confusion and make the right choices.
apital Planning & Investments Has Always Been Focused On Helping People.
Capital Planning & Investments handles the entire financial
client trust, and responding promptly to changing needs,
At Capital Planning & Investments, our primary mission
doing what’s important—being with your family, enjoying
we maintain a high level of client satisfaction.
above all else is to help people secure their future. We take
hobbies, or managing your business.
By fully understanding future needs and goals, building
planning process, so you can spend your valuable time
D
iscover A Better Resource For Financial Planning.
When you’re searching for a better financial planning solution, depend on a trusted resource— Capital Planning & Investments, Inc. We’ll take the time to get to know you and your goals, so we can provide the best strategy possible. Contact us today, and let us help you realize your dreams.
(703) 352-3337 • (888) 778-2425
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apital Planning & Investments Provides Extensive Services For Diverse Financial Needs. Individual Planning Services: • Comprehensive Financial Planning • Modular Financial Planning • Asset Evaluation, Monitoring, and Management • Cash Management • Fee Based and Hourly Advisory Services • College Funding Analysis/Programs • Custodial Account Investing • Employee Benefits Analysis • Federal/Municipal Employee Benefits Analysis • Insurance Analysis, Evaluation, and Recommendation • Investment Analysis and Selection • IRA, Roth IRA, and IRA Rollovers • Pension Plan Distribution Analysis • Retirement Planning • Tax Advantaged Investing Business Planning Services: • • • • •
Qualified Retirement Plans Business Continuation Planning Buy/Sell Analysis and Recommendation Non-Qualified Retirement Plans Small Business Group Benefit Programs
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apital Planning & Investments Has Affiliations With A Variety Of Regional Organizations. Memberships: • • • • • •
Financial Planning Association National Capital Area Chapter of the FPA Central Fairfax Chamber of Commerce Prince William Chamber of Commerce Herndon Dulles Chamber of Commerce Northern Virginia Association of Life Underwriters
Referring Organizations: • Financial Planning Association—Advisor Source • College for Financial Planning—Advisor Referral • Microsoft MSN Money Central—Advisor Finder Referral Service • Society of Certified Senior Advisors • Corporation for Long-Term Care Certification
Different People Diverse Financial Needs 4084 University Drive, Suite 101 Fairfax, Virginia 22030 Phone: (703) 352-3337 Fax: (703) 352-3339 Toll-Free: (888) 778-2425 E-mail: [email protected]
www.capitalplanningdirect.com Securities Through Triad Advisors, Inc. 3500 Parkway Lane, Suite 220 Norcross, GA 30092
One Financial Resource
C
achieving financial independence and success. Our profes-
apital Planning & Investments, Inc. A Solid Financial Leader Since 1993.
sional staff enjoys working with every kind of investor, from business owners to corporate employees. Whether your needs
S
ince 1993, Capital Planning & Investments
has been providing comprehensive financial solutions. A leader in the financial industry, we offer a diverse array of services, from financial planning to insurance to fee based and hourly advisory services. Capital Planning &
Simply put, Capital Planning & Investments becomes a
are as simple as open-
partner in your journey toward achieving financial success.
ing a beginning IRA account or more complicated asset
W
ith Our Extensive Capabilities, We Can Handle Every Financial Challenge.
Investments assists a wide
Capital Planning & Investments features extensive
range of clients with their
capabilities, including comprehensive financial planning,
unique financial requirements.
asset evaluation and management, cash management, fee based and hourly advisory services, college funding
evaluation and management, you’ll discover the same kind of passion for excellence. For us, helping you become financially successful long-term is simply what’s most important.
E
njoy Substantial Advantages With Capital Planning & Investments.
Notably, our team consists
analysis, employee benefit analysis, and retirement
of experienced professionals
planning. We also provide strategic services for businesses,
Working with Capital Planning & Investments is beneficial
who are financial industry
ranging from small business benefit programs to retirement
for individuals who are too busy to manage their own
veterans. Their backgrounds
planning to business continuation planning.
finances. It is essential for those who have recently had
span investment manage-
a major lifestyle
ment, insurance, accounting,
With our comprehensive range of ser-
tax preparation, and small
vices, Capital Planning & Investments is
business management. Drawing on this vast knowledge
capable of meeting all types of financial
and expertise, the firm is capable of handling even the
requirements. Our client base consists
most complex financial challenges.
of different people with varied financial situations, such as teachers, small busi-
Capital Planning & Investments remains committed to providing exceptional, personalized service. It’s the reason we develop long-term relationships with our clients.
change, job change, marriage, divorce, or other significant life event. Whatever your unique financial
ness owners, CEOs, federal employees,
needs may be, we
as well as military personnel.
can help you clear
C
up the confusion and make the right choices.
apital Planning & Investments Has Always Been Focused On Helping People.
Capital Planning & Investments handles the entire financial
client trust, and responding promptly to changing needs,
At Capital Planning & Investments, our primary mission
doing what’s important—being with your family, enjoying
we maintain a high level of client satisfaction.
above all else is to help people secure their future. We take
hobbies, or managing your business.
By fully understanding future needs and goals, building
planning process, so you can spend your valuable time
D
iscover A Better Resource For Financial Planning.
When you’re searching for a better financial planning solution, depend on a trusted resource— Capital Planning & Investments, Inc. We’ll take the time to get to know you and your goals, so we can provide the best strategy possible. Contact us today, and let us help you realize your dreams.
(703) 352-3337 • (888) 778-2425
C
apital Planning & Investments Provides Extensive Services For Diverse Financial Needs. Individual Planning Services: • Comprehensive Financial Planning • Modular Financial Planning • Asset Evaluation, Monitoring, and Management • Cash Management • Fee Based and Hourly Advisory Services • College Funding Analysis/Programs • Custodial Account Investing • Employee Benefits Analysis • Federal/Municipal Employee Benefits Analysis • Insurance Analysis, Evaluation, and Recommendation • Investment Analysis and Selection • IRA, Roth IRA, and IRA Rollovers • Pension Plan Distribution Analysis • Retirement Planning • Tax Advantaged Investing Business Planning Services: • • • • •
Qualified Retirement Plans Business Continuation Planning Buy/Sell Analysis and Recommendation Non-Qualified Retirement Plans Small Business Group Benefit Programs
C
apital Planning & Investments Has Affiliations With A Variety Of Regional Organizations. Memberships: • • • • • •
Financial Planning Association National Capital Area Chapter of the FPA Central Fairfax Chamber of Commerce Prince William Chamber of Commerce Herndon Dulles Chamber of Commerce Northern Virginia Association of Life Underwriters
Referring Organizations: • Financial Planning Association—Advisor Source • College for Financial Planning—Advisor Referral • Microsoft MSN Money Central—Advisor Finder Referral Service • Society of Certified Senior Advisors • Corporation for Long-Term Care Certification
Different People Diverse Financial Needs 4084 University Drive, Suite 101 Fairfax, Virginia 22030 Phone: (703) 352-3337 Fax: (703) 352-3339 Toll-Free: (888) 778-2425 E-mail: [email protected]
www.capitalplanningdirect.com Securities Through Triad Advisors, Inc. 3500 Parkway Lane, Suite 220 Norcross, GA 30092
One Financial Resource
