Broker Check


Welcome to Capital Financial Planning

Capital Financial Planning believes that no single approach to asset allocation is right for all market environments. “Sailing” markets have strong economic winds driving bull market returns. “Rowing” markets have headwinds and choppy waters that require a different approach.

We believe various approaches may be appropriate for different investment objectives, risk tolerances, time horizons, and market environments. The approaches range from Strategic Allocation plans that attempt to capture long-term market averages, to various Tactical Allocation plans that are able to respond to shorter term opportunities and Absolute Return Allocation plans that attempt to generate modest positive returns regardless of market direction