Capital Planning Wealth Management

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Description

Capital Planning Wealth Management is a leader in providing retirement plan strategies and services to small businesses. We help you to maintain a high-quality retirement plan by providing a superior level of service for you and your plan participants. From investment analysis and due diligence to employee communications and service provider benchmarking, our process-driven strategies seek to increase overall plan success.

In order to continue to remain competitive, companies have recognized the need to provide innovative solutions to meet the needs of key employees.

Our open architecture and independent structure allows us to provide research that is unbiased along with investments that are non-proprietary. Combined with the expertise and experience of our advisors, Capital Planning can provide a perspective that can be relied upon and is appropriate to each unique organization.

Capital Planning is an independent wealth management firm founded in 1994 by Jack Sullivan and Dave Bahnick. As a team, Capital Planning provides comprehensive wealth management services to a diverse clientele. Our focus is to “understand what is important to our clients and plan their money around it”.

We can help you and your company navigate the retirement plan process, starting with plan origination, employee enrollment, investment selection, ongoing plan reviews and making sure that your company abides by the fiduciary standards set forth by retirement plan regulations.

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