Capital Planning

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 | Investment Adviser Representative and Insurance Professional

Amie is a Investment Adviser Representative and also a licensed insurance agent. She is the oldest of four and is married to Joshua. They have three children and reside in Ville Platte, LA.

Marcus Veillon | Investment Adviser Representative and Insurance Professional

Marcus, Todd’s third child, is a licensed agent, an Investment Adviser Representative, and also an assistant to Todd. He and his wife have three children and reside in Ville Platte, LA.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 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. Capital Planning Associates, LLC DBA Capital Planning may refer clients and prospects to local CPAs and/or estate planning attorneys (including their strategic partnership with Joshua L. Ortego, CPA) if these services are needed.

Joshua L. Ortego | CPA

Joshua is a CPA. 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 help@capitalplanningteam.com or call us at 337.363.1797 today!