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apital Planning & Investments, Inc. A Solid Financial Leader Since 1993.

iscover A Better Resource For Financial Planning.When you’re searching for a better financial planning

solution, depend on a trusted resource—

Capital Planning & Investments, Inc. We’ll take the time

to get to know you and your goals, so we can provide the

best strategy possible. Contact us today, and let us help you

realize your dreams.

(703) 352-3337 • (888) 778-2425

pride in being able to put our clients on the right track to

achieving financial independence and success. Our profes-

sional staff enjoys

working with every

kind of investor, from

business owners to

corporate employees.

Whether your needs

are as simple as open-

ing a beginning IRA account or more complicated asset

evaluation and management, you’ll discover the same

kind of passion for excellence. For us, helping you

become financially successful long-term is simply what’s

most important.

njoy Substantial Advantages With Capital Planning & Investments.Working with Capital Planning & Investments is beneficial

for individuals who are too busy to manage their own

finances. It is essential for those who have recently had

a major lifestyle

change, job change,

marriage, divorce, or

other significant life

event. Whatever your

unique financial

needs may be, we

can help you clear

up the confusion and make the right choices.

Capital Planning & Investments handles the entire financial

planning process, so you can spend your valuable time

doing what’s important—being with your family, enjoying

hobbies, or managing your business.

ince 1993, Capital Planning & Investmentshas been providing comprehensive financial solutions.

A leader in the financial industry, we offer a diverse array

of services, from financial planning to insurance to fee

based and hourly advisory services. Capital Planning &

Investments assists a wide

range of clients with their

unique financial requirements.

Notably, our team consists

of experienced professionals

who are financial industry

veterans. Their backgrounds

span investment manage-

ment, insurance, accounting,

tax preparation, and small

business management. Drawing on this vast knowledge

and expertise, the firm is capable of handling even the

most complex financial challenges.

Capital Planning & Investments remains committed to

providing exceptional, personalized service. It’s the reason

we develop long-term relationships with our clients.

By fully understanding future needs and goals, building

client trust, and responding promptly to changing needs,

we maintain a high level of client satisfaction.

Simply put, Capital Planning & Investments becomes a

partner in your journey toward achieving financial success.

ith Our Extensive Capabilities,We Can Handle Every Financial Challenge.Capital Planning & Investments features extensive

capabilities, including comprehensive financial planning,

asset evaluation and management, cash management,

fee based and hourly advisory services, college funding

analysis, employee benefit analysis, and retirement

planning. We also provide strategic services for businesses,

ranging from small business benefit programs to retirement

planning to business continuation planning.

With our comprehensive range of ser-

vices, Capital Planning & Investments is

capable of meeting all types of financial

requirements. Our client base consists

of different people with varied financial

situations, such as teachers, small busi-

ness owners, CEOs, federal employees,

as well as military personnel.

apital Planning & Investments Has AlwaysBeen Focused On Helping People.

At Capital Planning & Investments, our primary mission

above all else is to help people secure their future. We take

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4084 University Drive, Suite 101Fairfax, Virginia 22030

Phone: (703) 352-3337 Fax: (703) 352-3339Toll-Free: (888) 778-2425

E-mail: info@capitalplanningdirect.com

www.capitalplanningdirect.com

Securities Offered Through Triad Advisors, Inc. Members NASD/SIPC

3500 Parkway Lane, Suite 220Norcross, GA 30092

Different People

Diverse Financial Needs

One Financial Resource

apital Planning & Investments Provides ExtensiveServices For Diverse Financial Needs.

Individual Planning Services:

• Comprehensive Financial Planning• Modular Financial Planning• Asset Evaluation, Monitoring, and Management• Cash Management• Fee Based and Hourly Advisory Services• College Funding Analysis/Programs• Custodial Account Investing• Employee Benefits Analysis• Federal/Municipal Employee Benefits Analysis• Insurance Analysis, Evaluation, and Recommendation• Investment Analysis and Selection• IRA, Roth IRA, and IRA Rollovers• Pension Plan Distribution Analysis• Retirement Planning• Tax Advantaged Investing

Business Planning Services:

• Qualified Retirement Plans• Business Continuation Planning• Buy/Sell Analysis and Recommendation• Non-Qualified Retirement Plans• Small Business Group Benefit Programs

apital Planning & Investments Has AffiliationsWith A Variety Of Regional Organizations.

Memberships:

• Financial Planning Association• National Capital Area Chapter of the FPA• Central Fairfax Chamber of Commerce• Prince William Chamber of Commerce• Herndon Dulles Chamber of Commerce• Northern Virginia Association of Life Underwriters

Referring Organizations:

• Financial Planning Association—Advisor Source• College for Financial Planning—Advisor Referral• Microsoft MSN Money Central—Advisor Finder

Referral Service• Society of Certified Senior Advisors• Corporation for Long-Term Care Certification

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