About You
Our clients have busy lives with lots of moving parts. Oftentimes, they have significant resources and substantial planning issues with limited time to address them. They appreciate that our expertise can save them time, money, and energy. We use technology to enhance our relationship with you by simplifying the investment and planning process to meet your needs.
While there is no typical client, you can expect a consistently high level of service regardless of which service you need.
Examples from actual client files ~
- Creating a paycheck from assets at retirement
- Stock option strategies where options were from more than one company
- Demonstrating the financial impact of property settlement options in a divorce
- Selling your business
- Guidance on decisions after the loss of a spouse
- Guidance on multiple real estate transactions
- Real college planning (the finance and the nuance)
In our less complex offering (Money on Mondays!), we offer a one-time, two and a half hour financial planning session on a Monday evening for new clients. You will leave the meeting with specific recommendations and three important books for your personal library. We also include telephone and email assistance on the items covered in our meeting for 30 days post meeting.
Our clients have a wide range of life experiences, income and assets, and are geographically spread out from Miami to Washington, DC to Chicago, to northern California’s wine country. They range in age from 25 to 89 and their finances range from just starting out to retired executives with net worth over $20 million. The compelling connection is their desire for professional planning to navigate their financial life issues.
Why should you work with us? If you believe your financial capital should serve your human capital, your physical capital, and your social and community capital, you share our belief in total resource planning at American Capital Planning.
If you are someone who values a team of highly trained professionals that work well together to coordinate your estate, tax, investment, and insurance solutions inside a comprehensive financial plan, we can help.
