Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

That’s where we come in.

We use insurance products, a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to help preserve some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.


At Capital Planning, we can offer you the following products and services:

(Click the topic below to learn more about each service)

Retirement Income Strategies
Long-Term Care Strategies
Wealth Management & Investments
Life Insurance
IRA & 401(k) Rollovers
Asset Protection
Tax-Efficient Strategies
IRA Legacy Planning

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Capital Planning Associates, LLC DBA Capital Planning may refer clients to local CPAs and estate planning attorneys (including your strategic partnership with Joshua L. Ortego, CPA), if these services are needed Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM. Capital Planning Associates, LLC DBA Capital Planning,, AEWM & Joshua L. Ortego, CPA are all separate and not affiliated entities.

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning Services
Tax Services

Get instant access to our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.