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Home > Financial Services > Stock Brokers > Capital Planning Group, Llc
Capital Planning Group, Llc
Capital Planning Group, Llc is a member of NASD (National Association of Security Dealer). NASD is a self-regulatory organization of the securities of the security industry responsibility 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 Planning Group, LLC, was created by two Certified Financial Planners, Randall G. Larson and Brian S. Seaman. The synergy generated a firm commitment to personal service and technological support for your financial planning needs. The Registered Investment Advisors have over 35 years combined experience in the area of comprehensive financial planning and asset management.
The Company offers different services to their customer like life insurance, mutual fund, education saving and many more. Personal financial statements are the roadmap that guides them from where they are today, to where they want to be tomorrow. They also provide fixed points of reference from which they can measure their progress over time.
Many investment alternatives are suitable for college savings. U.S. Savings Bonds is tied to yield on 5-year Treasury bonds and is adjusted every six months; bonds are available for 24 dollars and up; there are no fees or commissions on purchase or redemption; and income is exempt from all state and local taxes. Federal income tax can be deferred until bonds are redeemed. Corporate and municipal bond is fixed-income investments pay a predetermined interest periodically; your principle is returned at maturity; bond prices are influenced by market conditions.
The Company’s financial planning involves a serious time commitment to understanding, analyzing, and implementing your own needs, goals, and concerns. They are committed to caring about their clients, educating them, and being a close professional advisor in appropriate financial areas. They are here to answer your questions and concerns as they arise.
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