Meet Our Team
Here’s our story. We look forward to hearing yours.
The team at Capital Planning is here to help ensure you receive the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help you work toward the objectives of that strategy.
Amie Ortego | Agent
Amie, Todd’s oldest daughter, is the office manager as well as a licensed agent and investment adviser. She is married to Joshua, our in house CPA. They have three children and reside in Ville Platte, LA.
Marcus Veillon | Agent
Marcus, Todd’s oldest son, is a licensed agent and investment adviser. He also holds a real estate license. He and his wife have three children and reside in Ville Platte, LA.
Joshua L. Ortego | CPA
Joshua is a CPA and part of the Capital Planning team. He has a firm in Ville Platte, LA as well as Leesville, LA. Joshua is married to Amie. They have three children and reside in Ville Platte, LA.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 337.363.1797 today!
Have Questions for Capital Planning?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.