"Making a Difference in Your Future"

General Info

Since 1993, Capital Planning & Investments has been providing financial advice and diversified financial solutions for a wide range of consumers and businesses. We are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and objectives. Capital Planning & Investments advisors work with each of our clients to provide individualized, personal solutions. Capital Planning & Investments’ financial advisors assist our clients in growing their assets, in conserving and managing their wealth and to enhance, design and protect their family or individual lifestyle options. We take pride in delivering an unprecedented level of personalized service to each of our valued clients.

Extra Phones

TollFree: 888-778-2425

Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 1:00 pm
Sat - Sun	Closed

Categories

Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Wills, Trusts & Estate Planning Attorneys

Services/Products

Individual Planning Services: Financial Planning Asset Evaluation, Monitoring, and Management Cash Management Fee Based and Hourly Advisory Services College Funding Analysis/Programs Custodioal Account Investing Employee Benefits Analysis Federal/Municipal Employee Benefits Guidance Insurance Analysis, Evaluation, and Recommendation Investment Analysis and Selection IRA, Roth IRA, and IRA Rollovers Pension Plan Distribution Analysis Retirement Planning Tax Advantaged Investing Life, Disability, & Long-Term Care Insurance Business Planning Services: Qualified Retirement Plans Business Continuation Planning Buy/Sell Analysis and Recommendation Non-Qualified Retirement Plans Small Business Group Benefit Programs

Accreditation

Central Fairfax Chamber of Commerce

College for Financial Planning - Advisor Referral

Financial Planning Association

Financial Planning Association - Advisor Source

National Capital Area Chapter of the FPA