What We Do
Our Focus:
Capital Planning Advisors, Inc. specializes in the accumulation & preservation of wealth for individuals, businesses and estates. As an independent Advisory Services Firm, we are able to deliver comprehensive and independent planning advice. Through our partnership with National Financial Partners, one of the five largest publicly traded Independent broker/dealers in the country*, we possess the tools and services of the largest of national financial services firms. This combination allows us to provide Advisory Planning recommendations consistent with our clients' goals, values and purpose, coupled with the highest of quality Investment Advisory solutions from the largest of institutional money managers, traditional and alternative investments**, and insurance products from approximately 300 quality insurance companies. We look forward to the opportunity to serve you.
Our Process:
Our process involves us first understanding your values and goals. By first understanding these critical insights into your person, we can only then develop a strategy of planning recommendations that will help you to accomplish your goals. Our team of specialists then works with you, and your other identified advisors, to implement your planning and continue to coordinate the servicing of your planning for years to come.
*Ranked 2nd based on total revenue - June, 2008, InvestmentAdvisor.com
**Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.
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