Video Page

Subscribe to Capital Connections

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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

Capital Planning LLC (CPC) 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.

Please review Important Disclosure Information set forth in the DISCLOSURES section of this website.

A digital badge or designation is not a guarantee of any future performance, services to be provided or outcome by the holder of the designation. The Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Personal Financial Specialist (PFS™) credential is established and run by the Personal Financial Planning (PFP) Division staff at the AICPA, the National Accreditation Commission, and the PFS Credential Committee for AICPA members who meet certain education, testing, and experience requirements.