History with Boeing

Capital Planning has been in the business of helping the Boeing community plan and manage compensation benefits and retirement since 1983.  Although we are not affiliated with The Boeing Company or a contracted vendor, we are a Registered Investment Advisor firm (RIA) with a history of assisting Boeing employees.

Our first onsite seminar for Boeing employees was in the “Primetime Program” in 1983. 

In 1984 we began workshops for Boeing Leadership Network that continue to this day.  These workshops cover several topics from retirement and investment planning to the integration of employee benefits in your financial planning decisions.

In 1990, Capital Planning was hired to conduct financial planning workshops for executives in several key Boeing locations.  

From 1991-2001 Capital Planning had a joint venture with BECU to deliver investment and financial planning services to their members.  

Our reputation is built on a long track record of working with people who like to succeed.

Our depth of experience has given us many opportunities to serve the Boeing community offering investment and financial planning services.

Let us help you plan today, retire tomorrow, and enjoy life!


Thank you! Oops!