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Capital Resource Planning Corp.




Capital Resource Planning Corp is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Capital Resource Planning Corporation was founded with the goal of assisting their clients in every aspect of their financial lives. For each of their clients they strive to help create financial stability and security to provide financial independence.

They offer College savings Plans are an innovative, highly flexible investment plan designed to help families accumulate assets for college. It is a qualified tuition program under Section 529 of the Internal Revenue Service Code. A 529 college savings plan allows you to invest more money for college on a tax deferred basis than has ever been possible before. 529 College Savings Plans are affordable. Additionally parents, grandparents, other relatives, and friends can all open separate 529 College Savings Plans for the same beneficiary, provided that the total contributions don't exceed the combined maximum account limit under the plan.

Their planning for a life event such as retirement, college education, or the ultimate distribution of your estate may seem overwhelming. The market, cost of living, economy, and tax laws are a moving target. Just when you think you have everything figured out, the market moves, your job changes, congress makes new rules, or your business takes a turn. You cannot stop change, but you can manage it by planning for change.

With their advance planning, private long-term care insurance can help protect your assets from the costs of long-term care and avoid or defer dependence on Medicaid. This insurance may help you maintain your independence and may provide you greater choice in your options for care. In addition, there may be some federal, and possibly some state, tax advantages.

Their staff consists of experienced professionals with hands on approach to financial guidance. Not only will you find their team members knowledgeable, but you will also discover that their staff truly cares about making your dreams a reality. As your Financial Professionals, they will do everything in their power to keep you focused on where you want to go and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

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