CAPFINA.COM

Capital Financial Planners

Specializing in investment management, retirement and estate planning, and services for trustees. Capital Financial Planners, LLC is an Oregon-based, independent Financial Planning and Investment Management firm providing compassionate, educational financial advice to a select group of clients in the Pacific Northwest and around the country. Our mission is to partner with clients to help them invest with purpose by understanding and helping them pursue their vision of financial success. 1640 Liberty St SE.

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Capital Financial Planners | capfina.com Reviews

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Specializing in investment management, retirement and estate planning, and services for trustees. Capital Financial Planners, LLC is an Oregon-based, independent Financial Planning and Investment Management firm providing compassionate, educational financial advice to a select group of clients in the Pacific Northwest and around the country. Our mission is to partner with clients to help them invest with purpose by understanding and helping them pursue their vision of financial success. 1640 Liberty St SE.

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Capital Financial Planners | capfina.com Reviews

https://capfina.com

Specializing in investment management, retirement and estate planning, and services for trustees. Capital Financial Planners, LLC is an Oregon-based, independent Financial Planning and Investment Management firm providing compassionate, educational financial advice to a select group of clients in the Pacific Northwest and around the country. Our mission is to partner with clients to help them invest with purpose by understanding and helping them pursue their vision of financial success. 1640 Liberty St SE.

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Links | Capital Financial Planners

http://capfina.com/resources/links

Social Security Benefits Login. Oregon’s 529 Education Savings Network. CFP Board of Standards. KMS Financial Services, Inc. Securities Investors Protection Corporation (SIPC). Capital Financial Planners, LLC. 1640 Liberty St SE. Salem, Oregon 97302. Tel: 503.585.1067. Toll Free: 888.899.1067. Fax: 503.585.0637. This field is for validation purposes and should be left unchanged. Subscribe to our Newsletter. Subscribe to our Blog:. Investment regulations, including SEC.

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Blog | Capital Financial Planners

http://capfina.com/blog

June 24, 2016. Comments Off on Brexit It Is. Since the fall of 2015, we’ve been anticipating volatility leading up to the June 23rd vote by the U.K. on whether to remain a part of the European Union, repeating this mantra even when markets experienced what seemed like an irrational fall in January of this year, seemingly in response to volatility in Chinese stock […]. Markets Await Decision by U.K. Voters on “Brexit”. June 21, 2016. Annual Drill on Capital Gains Distributions. December 1, 2015. I recentl...

3

Investment Management | Capital Financial Planners

http://capfina.com/our-services/investment-management

The vast majority of our business is fee based investment management with a financial planning approach. Our goal is to manage assets and wealth holistically to meet the objectives of the client, and to do so in a manner which provides confidence and peace of mind. Our investment process is collaborative and disciplined, highly customizable, effective and explainable. We encourage a complimentary visit to determine whether we are the right fit for your needs. Capital Financial Planners, LLC.

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Case Studies | Capital Financial Planners

http://capfina.com/about-us/case-studies

To help you have better idea of what we do, please take a look at these examples of actual client projects and relationships. Particulars of these scenarios have been altered to protect client anonymity. Working with a Trustee. Planning for a Young Family. Both services are performed. In doing so, however, additional estate planning issues are uncovered: life insurance beneficiary designations, back-up Trustee issues, gifting issues, the titling of several assets, and a general lack of coordination a...

5

Our Services | Capital Financial Planners

http://capfina.com/our-services

Whether helping someone transition into retirement, plan for the sale of a business interest, or manage liquidity events and other major life changes, we appreciate the trust placed in us and recognize the importance of the issues at hand. We also know the people with whom we work are intelligent, and have made the significant decision to seek the advice and planning expertise of financial professionals. We specialize in working with:. Capital Financial Planners, LLC. 1640 Liberty St SE. Registered or ex...

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Specializing in investment management, retirement and estate planning, and services for trustees. Capital Financial Planners, LLC is an Oregon-based, independent Financial Planning and Investment Management firm providing compassionate, educational financial advice to a select group of clients in the Pacific Northwest and around the country. Our mission is to partner with clients to help them invest with purpose by understanding and helping them pursue their vision of financial success. 1640 Liberty St SE.

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