..:: Capital Planning Group ::..

Financial PlanningWe look out for what is most important to our clients.

Capital Planning Group pulls together all aspects of wealth - investments, taxes, retirement, education, philanthropy and family. We explore how our clients feel about their wealth, and what they want out of life for themselves and the people they care about. We then develop a plan that helps them meet their needs, achieve their goals and hopefully live their dreams.

Our allegiance is to our clients.

We ensure action plans are carried out. From portfolio re-balancing, to making an annual gift for college funding, to setting meetings to ensure that wills are updated - Capital Planning Group looks out for its clients. We give clients access to their entire financial picture through a personalized and secure website. Included on the site is a virtual vault that stores all vital information like wills, trusts, family photos and medical records.

Our system updates account balances nightly and alerts us when something needs attention. Bottom line - Capital Planning Group looks out for what is most important to our clients.

UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Apex Wealth Management Group is a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results. UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel.

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC. (UCFA), United Capital Financial Partners, Inc. (UCFP) and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with UCFA.