Our Firm

 

Our Firm

Capital Assets Planning, Inc. (CAP) is a Registered Investment Advisor firm. Since 1986, CAP has provided comprehensive financial planning, tax-advantaged planning and investment strategy services to US citizens and US Resident Aliens living all over the world.  Our clients work or have worked in all sectors of government.  Many come from the US Department of State, USAID, Peace Corps, UN/World Bank organizations, International Development Consulting firms or their own self-employed consulting firms.

Our planning models include any or all of the following:

  • Initial comprehensive financial planning for a flat fee
  • Limited targeted planning for a flat fee
  • “Out of the Starting Gate” program for young adults for a flat fee
  • Ongoing investment implementation, advice and/or third-party investment management strategies for an asset-based fee
  • Ongoing investment implementation strategies and reviews for a fee-offset-by-commission arrangement.

Tax strategies are included as part of all of our services.

The CAP office is located in Annapolis, MD.  We may also schedule meetings via phone or video conferencing using Ring Central, Skype or WhatsApp.

We will be glad to send you a more detailed introduction to our practice, including our philosophy of client service, if you Click Here to Contact CAP