Providing financial strategies for your future
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eMoney
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Ramsey SmartVestor
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CFP
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Foundation for Financial Planning
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SmartAsset
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Trust & Will
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Financial Planning Association
Our services
We’re ready to help you with strategies for your financial goals for today and tomorrow.
Retirement Planning
Plan the future, enjoy the present
Tax-efficient Strategies
Identify opportunities for tax-efficient investing and wealth management
Investment Management
Focused strategies designed to support your path toward your financial goals
Coaching & Education
Empower your financial confidence
Estate & Legacy Planning
Providing guidance to help you address legacy planning with clarity
About us
At Capital & Planning, we help individuals, families, and small businesses plan for their financial futures with integrity and care. As an independent, fee-based firm, we prioritize your best interests with personalized financial planning and investment advice.
Contact us
Ready to take the next step toward pursuing your financial goals? Connect with us today and we’ll schedule a meeting to give you the strategies you need to plan for a legacy for today, tomorrow, and beyond.