About Capital Retirement Planning, LLC
Capital Retirement Planning, LLC is a leading financial planning firm that serves clients across the country. The firm is known for its expert guidance and personalized approach to retirement planning. With a team of experienced financial advisors, the firm helps individuals and families achieve their financial goals and secure a comfortable retirement.
How does the advisor help clients – Key Takeaways:
- Helps clients create a comprehensive retirement plan based on their unique financial situation and goals.
- Offers investment management services to grow and protect clients’ wealth.
- Provides ongoing support and guidance to help clients stay on track towards their retirement goals.
- Assists clients with estate planning and legacy preservation.
Facts and Insights
Capital Retirement Planning, LLC has been in business for over 20 years and has helped thousands of clients achieve their financial goals. The firm has over $500 million in assets under management and a team of 10 dedicated financial advisors. The firm’s success can be attributed to its commitment to building long-lasting relationships with clients and providing them with expert financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Capital Retirement Planning, LLC offers a wide range of financial services to help clients achieve their retirement goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Insurance services
- Wealth management
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
Fees & Compensation
Capital Retirement Planning, LLC believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its fee, and this is typically between 1-2% depending on the size of the client’s portfolio. The firm also offers fee-based financial planning for clients who prefer a one-time fee for specific services.
Background
The financial advisors at Capital Retirement Planning, LLC have decades of combined experience in the financial industry. They are all highly educated and hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm’s advisors stay updated on the latest industry trends and developments to provide clients with the best possible advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Capital Retirement Planning, LLC is required to disclose any potential conflicts of interest or legal infractions. The firm has a clean record with no disciplinary actions taken against it or its advisors. This is a testament to the firm’s commitment to upholding the highest ethical standards and always acting in the best interest of its clients.