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Capital Planning|Financial Planning|Retirement Advice|Business|Estate Planning

Certified Financial Planners who are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and o

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Capital Planning|Financial Planning|Retirement Advice|Business|Estate Planning | capitalplanningdirect.com Reviews

https://capitalplanningdirect.com

Certified Financial Planners who are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and o

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1

Retirement | Capital Planning & Investments

http://www.capitalplanningdirect.com/resource-center/retirement

Fairfax, VA 22030. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Women are great at multi-tasking. But many drop the ball when preparing for retirement. Perception vs. Reality. What does your home really cost?

2

National Financial Services Accounts|Capital Planning & Investments|Login

http://www.capitalplanningdirect.com/p/my-streetscape

Fairfax, VA 22030. Please click on the link below for access to your current accounts at National Financial Services, L.L.C. (NFS). If you have an account(s) at National Financial Services, L.L.C. and would like a login ID and password, please contact us at  info@capitalplanningdirect.com. 160;or call us at (703) 352-3337. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Sign up for my Newsletter. 160;&  SIPC. FINRA series 6, 7, 24, 26, 63, and 65.

3

Capital Planning & Investments|Financial News

http://www.capitalplanningdirect.com/p/newsletters

Fairfax, VA 22030. Please click on the following links to view our Newsletters:. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through Triad Advisors, Inc., a registered broker/dealer. Member  FINRA. 160;&  SIPC. FINRA series 6, 7, 24, 26, 63, and 65.

4

Tax Resources | Capital Planning & Investments

http://www.capitalplanningdirect.com/tools/tax-resources

Fairfax, VA 22030. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. The data below reflects the previous day close. INX, OEX, IXIC, TNX. Market data provided by xignite. Sign up for my Newsletter. 160;&  SIPC.

5

Lifestyle | Capital Planning & Investments

http://www.capitalplanningdirect.com/resource-center/lifestyle

Fairfax, VA 22030. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Using smart management to get more of what you want and free up assets to invest. To Buy or Not to Buy. You t...

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