Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 64% of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, more than two-thirds of Americans (67%) say the nation faces a retirement crisis. More than half (56%) are concerned that they won’t be able to achieve a financially secure retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1 Greenwald Research. SOA Research Institute. February 2022. “2021 Retirement Risk Survey.” Accessed Sept. 30, 2022.

2 Tyler Bond, Dan Doonan and Kelly Kenneally. National Institute on Retirement Security. February 2021. “Retirement Insecurity 2021: Americans’ Views of Retirement.” Accessed Sept. 30, 2022.

At Capital Planning Associates, we can offer you the following products and services:

(Click the images below to learn more about each service)


Retirement Income Strategies


Wealth Management & Investments


Asset Protection




Life Insurance


Tax-Efficient Strategies


Long-Term Care Strategies


Ira & 401(k) Rollovers


Ira Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning