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OUR FIRM

Capital Planning Consultants, LLC is a comprehensive financial planning and investment management consulting firm located in Cromwell, Connecticut. For more than 25 years we have been privileged to help our clients achieve their financial goals.  We have been building successful, long lasting, client relationships by providing each client with personalized financial advice that is impartial and objective.

At Capital Planning Consultants we will develop a personalized financial plan and investment portfolio to suit a client's needs and risk tolerance.  We are able to provide focused and specific advice on financial, estate, tax and investment issues.  We actively assist the client with the implementation of all specific recommendations.   All recommendations are continually monitored to ensure they continue to meet the client's changing needs.

Capital Planning Consultants, LLC is a Registered Investment Advisor in the State of Connecticut.

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