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At Capital Financial Planning located in Smithtown, New York, we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your future.

http://www.capital-financial.com/

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Capital Financial Planning, Inc.

Lisa Keaton

50 Route●●●●●●●●ite 206B

Smi●●●own , NY, 11787

US

1.63●●●●0464
1.63●●●●6023
Co●●●●●●●●●@capital-financial.com

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Capital Financial Planning, Inc.

Lisa Keaton

50 Route●●●●●●●●ite 206B

Smi●●●own , NY, 11787

US

1.63●●●●0464
1.63●●●●6023
Co●●●●●●●●●@capital-financial.com

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Wa●●am , MA, 02453

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we●●●●●@commonwealth.com

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At Capital Financial Planning located in Smithtown, New York, we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your future.
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Welcome | capital-financial.com Reviews

https://capital-financial.com

At Capital Financial Planning located in Smithtown, New York, we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your future.

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1

Capital Financial Planning, Inc - Independent Financial Services - THE MARKET

http://www.capital-financial.com/themarket.aspx

Market Update for the Month Ending July 31, 2016. Posted August 3, 2016. Markets move up around the world. Technical factors also improved during the month. All three major indices remained above their 200-day moving averages, often a sign of continued strength. Emerging markets also did well, gaining 5.03 percent in July. Despite the turmoil in Europe and Turkey, technical factors for the MSCI Emerging Markets Index remained positive, as it stayed above its 200-day moving average for the entire ...Perha...

2

Capital Financial Planning, Inc - Independent Financial Services - Our History

http://www.capital-financial.com/Our-History.aspx

Ours is a story of many "firsts.". Capital Financial Planning, Inc., was founded more than 30 years ago by Lisa Keaton, CFP. Lisa was one of the first women across the U.S to earn the CERTIFIED FINANCIAL PLANNER™ designation. At that time, she was also one of the very few women on Long Island to have a CFP. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested.

3

Capital Financial Planning, Inc - Independent Financial Services - Articles Library

http://www.capital-financial.com/Articles_Library.aspx

Wedding Finances: A Survival Guide. Get tips for keeping wedding expenses in check, whether you're the host or a guest. Caring for Your Aging Parents. Learn how to help your parents maintain their independence as they get older. Building a Better, Budget-Friendly Vacation. Get tips for planning a relaxing summer break (that won't break the bank). Questions to Ask When You Inherit a Home. Should you sell it or keep it? Be sure to consider these factors. Avoiding Tax-Related Identity Theft. Check out these...

4

Capital Financial Planning, Inc - Independent Financial Services - Overview

http://www.capital-financial.com/Overview.aspx

Partner with an expert. No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:. Accumulation: how to target asset growth. Retirement planning: how to target distribution of your assets in a tax-advantaged way. Estate planning: how to preserve your assets.

5

Capital Financial Planning, Inc - Independent Financial Services - Account Access

http://www.capital-financial.com/Account-Access.aspx

To access your account information please use the Investor 360°. See your statements and confirmations online in Investor360°. If you are a current client and would like access to your account information online, please contact our office. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested. Securities offered through Commonwealth Financial Network.

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