Our firm is relentlessly focused on your success

The world is changing. Retirement plan sponsors and employers today face challenges that few envisioned a decade ago. 

One thing is for sure, change is constant. And with it brings complex regulations, an ever-evolving definition of what it means to be a plan fiduciary, and employees who demand--and deserve--greater financial freedom.

We Can Help… 

We’ll help you work toward delivering a high-quality retirement plan while saving you time and assisting you with your fiduciary responsibilities and Department of Labor requirements.

Capital Plan Advisors is an independently owned firm hyper-focused on retirement consulting and advisory services for corporations and non-profits, as well as, a range of financial education and enrollment support services to their participants. 

Our clients turn to us for proven, affordable employee retirement plans that set their organizations above the competition, and help attract and retain their most significant asset—their employees.

Our approach is supported by the breadth of LPL Financial, a national organization that offers a depth of retirement services, knowledge, and resources that we believe are unavailable elsewhere.

Our Services

 

Income Protection & Life Insurance

Protecting your ability to earn an income in your working years, and having a plan in place to preserve your retirement savings in retirement in the event of a disability that requires long-term care is a vital part of your plan. We’ll work with you to make certain that your life’s work is protected...
 

Retirement Planning

LPL advisors work with retirement plans every day, and they will help save you time, effort and worry. LPL advisors bring the experience and tools that deliver value, help improve participant outcomes and mitigate your fiduciary risks. When you partner with an LPL retirement advisor, we work...
 

Estate Planning

Your legacy is important to you and your loved ones. It’s important to outline a plan that addresses your wishes upon death. Do you have a plan in place? Consider these important questions… Do you have a written estate plan? And is it up to date? Have you ensured that all your estate settlement fees...

Our Team

Capital Plan Advisors is an independently owned firm hyper-focused on retirement consulting and advisory services for corporations and non-profits.

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