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