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apital Planning & Investments, Inc. A Solid Financial Leader Since 1993.
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
pride in being able to put our clients on the right track to
achieving financial independence and success. Our profes-
sional staff enjoys
working with every
kind of investor, from
business owners to
corporate employees.
Whether your needs
are as simple as open-
ing a beginning IRA account or more complicated asset
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.
njoy Substantial Advantages With Capital Planning & Investments.Working with Capital Planning & Investments is beneficial
for individuals who are too busy to manage their own
finances. It is essential for those who have recently had
a major lifestyle
change, job change,
marriage, divorce, or
other significant life
event. Whatever your
unique financial
needs may be, we
can help you clear
up the confusion and make the right choices.
Capital Planning & Investments handles the entire financial
planning process, so you can spend your valuable time
doing what’s important—being with your family, enjoying
hobbies, or managing your business.
ince 1993, Capital Planning & Investmentshas 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 &
Investments assists a wide
range of clients with their
unique financial requirements.
Notably, our team consists
of experienced professionals
who are financial industry
veterans. Their backgrounds
span investment manage-
ment, insurance, accounting,
tax preparation, and small
business management. Drawing on this vast knowledge
and expertise, the firm is capable of handling even the
most complex financial challenges.
Capital Planning & Investments remains committed to
providing exceptional, personalized service. It’s the reason
we develop long-term relationships with our clients.
By fully understanding future needs and goals, building
client trust, and responding promptly to changing needs,
we maintain a high level of client satisfaction.
Simply put, Capital Planning & Investments becomes a
partner in your journey toward achieving financial success.
ith Our Extensive Capabilities,We Can Handle Every Financial Challenge.Capital Planning & Investments features extensive
capabilities, including comprehensive financial planning,
asset evaluation and management, cash management,
fee based and hourly advisory services, college funding
analysis, employee benefit analysis, and retirement
planning. We also provide strategic services for businesses,
ranging from small business benefit programs to retirement
planning to business continuation planning.
With our comprehensive range of ser-
vices, Capital Planning & Investments is
capable of meeting all types of financial
requirements. Our client base consists
of different people with varied financial
situations, such as teachers, small busi-
ness owners, CEOs, federal employees,
as well as military personnel.
apital Planning & Investments Has AlwaysBeen Focused On Helping People.
At Capital Planning & Investments, our primary mission
above all else is to help people secure their future. We take
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4084 University Drive, Suite 101Fairfax, Virginia 22030
Phone: (703) 352-3337 Fax: (703) 352-3339Toll-Free: (888) 778-2425
E-mail: [email protected]
www.capitalplanningdirect.com
Securities Offered Through Triad Advisors, Inc. Members NASD/SIPC
3500 Parkway Lane, Suite 220Norcross, GA 30092
Different People
Diverse Financial Needs
One Financial Resource
apital Planning & Investments Provides ExtensiveServices 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
apital Planning & Investments Has AffiliationsWith 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
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