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Capital Planning & Investments

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Capital Planning & Investments

Mission statement:

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Overview:

Products & Services

We provide assistance in the following areas:
Investments

   Bonds
   Common Stock
   Educational IRA
   Traditional IRA
   Roth IRA
   SEP IRA
   Simple IRA
   Brokerage Accounts
   Treasury Bills
   Government Securities
   Treasury Notes
   Variable Annuity

Financial Planning

   Retirement Plans
   Tax Plans
   401(k) Planning
   403(b) Planning
   College Plans
   Estate Plans
   Money Purchasing Plans
   Profit Sharing Plans

Insurance

   Disability Income Insurance
   Life Insurance
   Long-Term-Care Insurance

History:

Capital Planning & Investments was founded in 1993 with the goal of providing wide-ranging financial solutions, allowing us to assist our clients with every aspect of their financial lives. We offer a diverse array of services, provide the most personal service available, thus earning a reputation for excellence in our industry. Capital Planning & Investments assists a wide range of diversified clients, each with their unique financial needs and requirements. Working with each of our clients, we strive to help create financial stability and security leading to financial independence.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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