Capital Financial Planners

Financial ServicesUnited States11-50 Employees

We are a team of experienced financial professionals that specialize in federal employee benefits and retirement planning. Through our Federal Employee Financial Literacy and Education Workshop we provide federal employees with the information they need to understand their full financial picture so they can make smart and informed financial decisions. This workshop was created to compliment and in some cases supplement OPM's public law mandate requiring human resources in the various government agencies to provide all employees with financial literacy and education prior to retirement in response to increasing federal employee retirees declaring bankruptcy. More information can be found on our showcased page.

In addition to our workshop, we are a financial planning firm that pride ourselves on helping you pursue your short and long term goals by creating a well-defined and realistic financial plan to help lead you towards a comfortable and more enjoyable retirement.  We focus heavily on social security maximization, strategic tax planning, and estate planning to create a tax friendly distribution and legacy plan for clients. Our strong knowledge of federal employee benefits allows us to assist public sector and federal employees by incorporating their various important benefits into their retirement plans.

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