CAPITAL PLANNING ADVISORS

Business consultation; Business consultation services; Business consulting services in the field of business planning, business-ownership succession planning, and providing qualified retirement and non-qualified retirement plans.; Business planning

Financial consultation; Financial consultation in the field of business-ownership legacy planning, estate planning, financial planning, investment and risk-management planning, wealth-management and protection consulting, asset-allocation and portfolio management, and providing investment research and evaluation, financial reporting and analysis, and insurance plan solutions.; Financial consulting; Financial planning; Financial planning consultation; Financial planning, namely, business-ownership legacy planning, estate planning, financial planning, investment and risk-management planning, wealth-management and protection consulting, asset-allocation and portfolio management, and providing investment research and evaluation, financial reporting and analysis, and insurance plan solutions