All Aspects of Financial Planning

• Investments*
• Retirement
• Tax Analysis, Tax Reduction
• Insurance^† (life, disability, long-term care)
• Education Planning
• Elder Care Issues
• Estate Preservation

Independent Investment Counseling
 

• Mutual Funds*
• Government Securities*
• Municipal (tax-free) Bonds*
• Stocks*
• Tax-Deferred Annuities (variable*, fixed^†)
• Unit Investment Trusts*
• Bonds - Corporate, Zero-Coupon, etc.*

Insurance^†
 

• Life Insurance - all types
• Disability Insurance
• Long Term Care Insurance (Nursing and Home Care)

Our clientele consist of families, individuals, and small businesses. We also supervise a number of retirement plans, including 401Ks, for companies in the tri-state area.


Mutual funds and variable contract products are offered by prospectus only. Be sure to read the prospectus prior to investing.

Capital Financial Planning, Inc. is a Registered Investment Adviser in New York. The information provided in this website is not intended to be and should not be construed to be a solicitation in any jurisdiction where we are not licensed to conduct business.

*Securities are offered through Commonwealth Financial Network Member FINRA, SIPC. Capital Financial Planning, Inc. and Commonwealth Financial Network are unaffiliated entities. 

^†Fixed insurance products and services offered by Capital Financial Planning, Inc. are separate and unrelated to Commonwealth.