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Capital Planning Consultants

Capital Planning Consultants is a financial planning and investment managment consulting firm.

http://www.cpcllc.net/

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CONTACTS AT CPCLLC.NET

Capital Planning Consultants, LLC

James Davis

160 West●●●●●●●● Suite D

Cro●●●ell , Connecticut, 06416

United States

(877)●●●●●-0504
dn●@dmwnet.com

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Capital Planning Consultants is a financial planning and investment managment consulting firm.
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Capital Planning Consultants | cpcllc.net Reviews

https://cpcllc.net

Capital Planning Consultants is a financial planning and investment managment consulting firm.

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1

Financial Planning

http://www.cpcllc.net/financial.htm

Is a process that involves identifying and setting realistic lifetime cash flow, wealth accumulation, and asset distribution goals, and then implementing them effectively for the rest of your life. It requires fine-tuning goals, and adjusting to changing tax laws and financial environments. The following is an organized process, whereby; you can increase the likelihood of achieving your financial goals. Gather all financial information. Establish goals and objectives. Create a Personalized Financial Plan.

2

Advisors

http://www.cpcllc.net/advisors.htm

James Davis, Sr. Is the founder of the firm and has been active as a Financial Management Consultant since 1976. He holds the designations of Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Jim also has graduate certificates from the American College, Bryn Mawr, PA in Financial Counseling, Advance Estate Planning, Business Tax Planning, Business Valuation, and Managerial Accounting. James Davis, Jr. And Certified Fund Specialist (CFS). Capital Planning Consultants, LLC.

3

Investment Management

http://www.cpcllc.net/invst.htm

The financial planning process is utilized to determine your specific financial objectives such as the accumulation of assets, the ability to provide educational funding for your children or the funding of a comfortable retirement. However, the success of reaching these stated financial goals is dependent upon the proper management of your investment portfolio. Investment management is much more than simply buying and selling securities. At Capital Planning Consultants:. Role in executing our strategy.

4

The Company

http://www.cpcllc.net/company.htm

Apital Planning Consultants, LLC. Is a comprehensive financial planning and investment m. Irm located in Cromwell, Connecticut. For more than 2 5. Years we have been privileged to help our clients achieve their. We have been building. Successful , long lasting, client relationships by providing each client with personalized financial advice that is impartial and objective. All recommendations are continually monitored to ensure they continue to meet the client's changing needs.

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DMWBIZ.COM World Wide Business Directory...Financial

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