Capital Financial Planners Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Capital Financial Planners is a small financial services firm based in Chevy Chase, Maryland, focused on federal employee benefits and retirement planning. The firm operates the Federal Employee Financial Literacy and Education Workshop, which aims to help federal employees understand their full financial picture to make informed decisions. The workshop is described as complementing an OPM mandate requiring government HR departments to provide financial literacy and education before retirement, in part to address issues related to retiree bankruptcies.

Beyond the workshop, the firm provides personalized financial planning to help clients pursue both short-term and long-term goals by developing a structured retirement plan. Its planning emphasizes Social Security maximization, tax planning, and estate planning to support tax-efficient distributions and a legacy. The firm's deep knowledge of federal employee benefits enables it to incorporate key benefits into retirement plans for public sector and federal employees.

Sign up for free to view info

Company overview Email format