It is important to know who we are and what we do for our clients at Capital Planning Associates. It is most important that you know why we do what we do. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our firm is dedicated to helping our clients to maximize their financial opportunities by building a game plan to deal with savings, debt, investments and insurance. We help our clients to preserve their wealth and to work towards their financial goals. Licensed to sell insurance products in Louisiana, Texas, Mississippi, Oregon, Colorado and North Carolina. Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Capital Planning Associates, LLC are not affiliated entities. Investing involves risk including the potential loss of principal.