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Office: 425-643-1800

Toll-Free: 1-800-900-9899

Fax: 425-643-1216

10900 Northeast 4th Street

Suite 2300

Bellevue, WA 98004

cpc@capplanllc.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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ADV Part 3 Client Relationship Summary (CRS) | ADV Part 2A Firm Disclosure Brochure

Capital Planning, LLC is an independent registered investment advisory firm (RIA). It is our fiduciary duty to put clients’ best interest before our own.

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Capital Planning, LLC does not serve as an attorney or accountant. Capital Planning, LLC does not prepare estate planning documents or tax returns.

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