CAPitalize on financial opportunities.
Securities offered through H. Beck, Inc. (HBI), Member FINRA, SIPC. Investment advisory services offered through Capital Assets Planning, Inc., which is not affiliated with H. Beck, Inc. Investments will fluctuate in value and are subject to investment risks which may include loss of some or all of invested principal.
HBI Form CRS:https://bit.ly/HBeck-Disclosures
Capital Assets Planning, Inc. is a Registered Investment Advisor firm. Advisory Services Offered Through Capital Assets Planning, Inc. 1680 Kingsbridge Court Annapolis, MD 21401-6408
Tel: 703-204-9410; 1-800-410-3891; Email: cap@capdupras.com
Constance M. Dupras, CFP®, is an Investment Adviser Representative of Capital Assets Planning, Inc.Constance M. Dupras is a Registered Representative of H. Beck, Inc. Capital Assets Planning, Inc. and H. Beck, Inc. are unaffiliated.Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Please inform her if you are a resident of another state so proper licensing may be obtained before advice is offered.
CAP Clients: Click here to link to your Portfolio Client Statements
Newsletters
-
Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
-
Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
-
Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
-
Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.