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My company ties together four areas; Health, Finance, Tax and Legal. Any one of these concerns can bring down the house with a severe predicament.

An Independent advisor assisting clients who desire multiple income streams. Predictable, guaranteed, consistent incomes with a new respect for tax free income sources.

My first client was in 1985 and I continue to enjoy resources such as Seeking Alpha that help make our financial life more productive. Income now, income later, and wealth transfer.
  • Description: Insurance Broker. Trading frequency: Monthly
  • Interests: Alternative Investments, Annuities, Bonds, Closed End Funds, Commodities, Dividend stock ideas & income, ETFs, Emerging Markets, Energy stocks, Forex, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
Capital Planning Advisors,LLC
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