Capital Planning Wealth Management

Besides their attention to our personal planning needs, we enjoy their social events that feature industry experts as guest speakers.

What you will find are talented, smart, and caring people who honestly interested in you first, and how can they tailor a financial plan that meets your goals.

I appreciate that they have given us a roadmap for the long-term, but are also always available if we want a gut check on some of the smaller things in life that impact our ultimate goals.

I really do trust them 100%, and their guidance in helping us with money management has been invaluable.

There is nothing better when you have total faith and trust in people who deal with your retirement and your future.

Having all the right credentials, their team will create a customized strategy that leaves you feeling confident and prepared.

If you are turned off by all of the so-called "financial experts" out there and are simply looking for an honest, hardworking team that will get you to your financial goal line, look no further.

Building homes, buying cars, retirement investing, and college planning for our 3 kids are just a few of the things they've helped us navigate.

I would highly recommend Capital Planning for anyone who is mapping out their retirement goals or who is retired and working through a plan to ensure that their funds last for their lifetime.

Financial planning touches just about every aspect of our lives and no matter what question I’ve posed to or weird situation I’ve thrown at Dave, Annie, John, Sheri, Tanya, Jessi, Lee, and/or Rebecca (to name just a few), they’ve been able to provide me the answer(s) themselves or they simply reached out to one of Capital Planning’s many other experts and you have your answer in no time.