Plan sponsors place a high value on both performance and trust in a relationship. That’s why Capital Plan Advisors has joined Retirement Plan Advisory Group—to offer with conviction the clearest choice in retirement plan consulting firms. 

Capital Plan Advisors is a member of the nation’s leading alliance of accomplished advisors, whose knowledge, experience and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.  

Capital Plan Advisor's goal is to help protect plan fiduciaries from liability, while enhancing investment opportunities and helping participants pursue financial confidence. We are proud of our commitment to excellence, and invite you to see for yourself how our services may help make retirement plans better.

 

 

 

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...
 

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...