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Welcome to independent, fee-only American Capital Planning, LLC. We invite you to spend 3 minutes diving through our site to see if we can help you ~ we believe it will be a valuable 3 minutes to your future.

  • Offices in Leesburg, VA and Miami, FL, also serving clients in Atlanta and Napa Valley
  • Holistic and comprehensive approach combining in person meetings, video chat, email and phone for your convenience
  • Guiding individuals, families, business owners and executives through major and minor financial decisions
  • Routinely work with those in transition (retirement, divorce, selling a business, college)
  • Accepting new clients by referral

The most common work we first do with clients solves a nagging issue they’ve had on their to do list for a while – rolling over an old employer plan account.   We will make the call to your employer plan with you on the call and make the transition seamless, fast, and secure.  Done in one day and you can check it off your list.

There is no charge or obligation to discover how we can work together. Simply click on meeting@americancapitalplanning.com below and let’s get planning!

Click here for Ask an Advisor for quick answers!

Click here to read about cliff retirements and why you don’t want one!