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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

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