Our Services

CAP Partners is committed to helping clients reach their individual financial goals. We are an independent practice--ensuring objectivity in providing advice and maintaining accountability for the advice given. This philosophy keeps our clients' best interests as the top priority. By developing a comprehensive plan today, we can help you improve your financial outlook for tomorrow.

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INVESTMENT MANAGEMENT

Our asset management services include portfolios customized to your stage in life--whether you are working with young children or getting ready for retirement.  Our custodian for assets, Charles Schwab, is premier in the industry and provides great service and tools for our clients. 

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FINANCIAL PLANNING

Our financial planning is a comprehensive 5 stage process that addresses all parts of your financial life and utilizes our online wealth management tool eMoney as your real-time financial plan. 

 

 

 

 

 

 

 

 

 

 

 

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RETIREMENT PLAN SOLUTIONS

We employ a six-step process to help you build a stronger retirement plan for your company. We also engage your plan participants with educational and financial planning services. This helps increase employee satisfaction and participation in your retirement plan program. Our process includes:

1. The Retirement Plan Evaluator^TM — our easy-to-use tool to evaluate your plan objectives and concerns
2. The Retirement Plan Optimizer^TM — a feasibility study to maximize tax benefits
3. The Fiduciary Shield^TM — a formal investment policy statement to control risk
4. The RFP Manager^TM — guidance through the plan selection process
5. The Edu-tainment Experience^TM — guidance through the transition to your new retirement plan
6. The Wealthcare Monitor^TM — managing the health and wealthfare of your new retirement plan