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Financial, fee-only client services

Experience & Expertise On Your Side

Capasso Planning Partners approaches your unique situation with collaboration and partnership at the heart of each plan. We offer a variety of tailored services to help you reach your goals efficiently and strategically.

Portfolio & investment management

  • Portfolios based on your risk profile
  • Optimized and Diversified
  • Always commission free

Retirement planning

  • Retirement projections for peace of mind
  • Social Security Analysis
  • Spending and savings plans

Asset protection

  • Inflation protection
  • Fraud prevention
  • Limit creditor access to assets

Risk management

  • Analysis of current insurance
  • Proper insurance quotes pay only for what you need
  • Longevity protection

Estate planning

  • Transfer assets to your loved ones
  • Avoid hefty tax fees
  • Will and Trust drafting and implementation

Tax planning

  • Tax minimization and optimization
  • Tax-efficient investing
  • Loss and Depreciation harvesting strategies