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Capital Planning Systems, Inc.

Capital Planning Systems, Inc.



Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a Certified Financial Planner Practitioner, I am committed to helping people just like you create solutions for their economic success. Once I understand what is most important to you, I’ll work diligently to develop a comprehensive program that will carefully coordinate all of your financial affairs. I will become your personal CFO so that all the pieces of the financial puzzles will be assembled to minimize your liabilities and maximize your assets. A plan will be developed to assist you with your investment strategies, income taxes, cash flow issues as well as estate preservation for heirs.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.