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Family

Future

Recreation

Prosperity

Welcome to Capital Planning Associates, Inc.

Founded in 1990, Capital Planning Associates strives to help people identify and reach financial goals.  Trust, knowledge and integrity are our focus as we deal with families and businesses.  We pride ourselves in fostering confidence and understanding which leads to lasting long-term relationships.  

                                                        

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck