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September 2023 by Joseph Spix
Met Jack Sullivan almost 17 yrs ago when I was contemplating early retirement. My only purpose at the time was to find out if my planning over the last 34 years had been good enough. Well he made me feel comfortable and got to know me as an individual. We discussed and implemented ways to stabilize and improve my financial holdings. He built trust and the result has been an almost 20 year relationship with him, Jonathan and the entire team of Capital Planning. My wife and I both feel as if they are family as well as trusted financial advisors.
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September 2023 by Dennis Cahill
The folks at Capital Planning gave us great confidence as we entered the phase of life known as “life without a paycheck”! They are always available for questions. I can’t recommend them too highly! Dennis Cahill
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September 2023 by Andrew Hagner
My wife and I have been clients for several years now and we can say that the team here has been invaluable to us when planning for our family’s future. They are always willing to listen and provide useful advice to us given what our goals and ambitions are.
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August 2023 by Dave Trexler
My wife and I have been working with Capital Planning Wealth Management for about 5 years. They took the time to get to know us, learn about our financial/investment needs and understand our risk tolerance. This was particularly important to us because we have a large family and we were entering our retirement years. They helped us with our household budget, restructured and optimized our investment profile, helped us set up a charitable trust, provided us with recommendations for a tax accountant and family attorney (both of whom we use and are quite satisfied). They schedule regular check-in's with us to make sure that our financial plan is up-to-date, relevant and on track. They have also been a valuable sounding board for us when it came to making important financial decisions beyond just investments. Their professional guidance has played a major role in a relatively stress-free retirement as it relates to our finances. We trust Dave, Annie, John and the rest of the team because we know they have our best interests at heart. Partnering with Capital Planning Wealth Management has been one of the best decisions we have ever made!
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August 2023 by Judy Crossley
A co-worker recommended me to Capital Planning many years ago. For that I am grateful.My advisor(s) have always genuinely listened to my wishes, interests and fears, and put in the effort to find a plan that works for me. Their valuable guidance helps keep me on track with ever-changing life and world events. They make me feel important and are always happy to help and explain things to my understanding, and help me with important decisions. They share great options and potential projections for alternative scenarios where possible. They are so friendly, kind, and professional while making you feel like a friend. The whole team is remarkable. They are incredibly knowledgeable, trustworthy, responsive, and go above and beyond, and have without a doubt gained my complete trust.I really would be lost without them. They always ease my mind.Thank you Capital Planning Team!!!!
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August 2023 by Billy Dunn
Our experience with the team at Capital Planning has been outstanding and far exceeded our expectations. They are smart, personable and provide excellent financial strategies to meet the goals for your future. Even more important, they have become friends that we trust immensely and very grateful for their impact in our lives.
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August 2023 by Emily J Shiffer
I have worked with Capital Planning Wealth Management for over 10 years. As a young professional right out of college with minimal financial knowledge or experience, Annie (Bahnick) Brinckman and her father, Dave, helped me establish a solid financial foundation. Since then, the entire team at Capital Planning Wealth Management has 'invested' in my financial future, and I trust them implicitly with it.
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June 2023 by David Selkregg
Great group of people with terrific expertise that show genuine interest in your situation.My wife and I started using Capital Planning about six years ago (about a year after I retired). I had been doing our finances, however, my wife was not particularly interested in getting involved. We came to Capital Planning primarily to put in place some continuing expertise that would be there if something happened to me.Using Capital Planning it has definitely eliminated the concern of having financial help if I’m not available. In addition, I find using Capital Planning has also removed my daily responsibilities of monitoring our finances, giving me more time to pursue other interests.Capital Planning has done a terrific job in first helping us develop a solid financial plan, then setting up a portfolio that is aligned with the plan, and finally monitoring and making adjustments as needed.We highly recommend them!
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October 2019 by Maja Taylor
Incredible team, invaluable advice and financial planning, 5 star client focus and customer service. I can only highly recommend. Jonathan is a rock star advisor to guide you through any financial situation and come out much better than when you started.
