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 jursidiction 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.  ^†Insurance provided through associated persons of Capital Financial Planning, Inc. who are licensed insurance agents.