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. What does this mean in practical terms? At the concierge level (Classic FInancial Planning), we come to you, we are where you need us to be, meet with your other advisors, dig in deep to solve your most vexing financial issues. As your trusted advisor, we do everything from helping you design a tax advantaged portfolio, guide you making the best strategic use of stock options, to creating a retirement paycheck that considers taxation and shows you how we fund that paycheck from each source (pension, social security, deferred income, savings, sale of investments, business income - whatever applies in your situation).
In our less complex offering (ACP Total Access Planning), we put together a real, detailed financial plan with investment recommendations, give you total access to our planning software for you to do scenarios on your own, provide real original and relevant articles on topics that matter to your financial life through a private blog, provide our wide ranging newsletter to you by email, and provide private access to our webcasts with industry experts. All this in addition to 4 hours of one on one time with your senior planner.
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.