Broker Check


Capital Financial Planning believes that no single approach to asset allocations is right for all market environments. “Sailing" markets have strong economic winds driving bull market returns. "Rowing“ Markets have head winds and choppy waters that requires a different approach.

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Access and monitor your accounts.

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Have you ever asked yourself, “Am I taking too much or not enough risk with my investments?”

If so, then you are in the right place!  Above is a tool that will mathematically quantify your risk tolerance and help us understand your ability to emotionally handle the ups and downs of investing.

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