Guiding you through life events with confidence

Will I run out of money?

Do I have a plan?

What can go wrong along the way?

Is there a better way?

Will I run out of money?

Due to increasing life expectancies, many people fear the risk of outliving their savings. Have you saved enough or do you need to continue to work longer to be sure that you don’t run out of money? Your team at Capital Planning Wealth Management will help you answer these questions by implementing the Retirement Wave Strategy℠ personalized to your goals.

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Do I have a plan?

Developing and implementing a financial plan to reach your goals takes time and effort, but you don’t have to do it alone. We can help you get there. Studies have shown that few things are as important to your financial future as developing an objective and comprehensive plan. Your team at Capital Planning Wealth Management will implement the Retirement Wave Strategy℠ to help you pursue your financial goals.

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What can go wrong along the way?

What happens to Social Security, pensions and other sources of income that could be lost when a spouse passes away? What happens to my investments with high inflation or a stock market crash? Am I prepared if I need long term healthcare? Your team at Capital Planning Wealth Management will help you plan for the expected and prepare for the unexpected, by implementing the Retirement Wave Strategy℠.

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Is there a better way?

Have you examined all of your options? Are you confident in all of your choices? At Capital Planning Wealth Management, your team of advisors will walk you through the Retirement Wave Strategy℠ to examine various scenarios and help you determine the most effective way to pursue your goals.

We look forward to sitting down with you. There is no charge for our first consultation.

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  • "We respect your time & always strive to connect you with a live person when you contact us with a client service need"

    Leanne Dimler Executive Assistant
  • "We help clients plan, prepare and work towards enjoying their retirement by doing the heavy lifting for them."

    David S. Bahnick, CLU®, ChFC®, RICP® Wealth Advisor & Co-Founder
  • "Loyal customers, they don’t just come back, they don’t simply recommend you, they insist that their friends do business with you."

    ​Robert R. Everitt, CFP® Operations Manager
  • "Success is not defined by beating markets, but rather by meeting goals"

    ​Jonathan Carpenter, CFP®, RICP® Wealth Advisor
  • "Providing financial advice to people who seek to advance and protect their wealth is paramount to helping my clients pursue financial independence in retirement."

    John W. Sullivan, II, ChFC®, MSFS, RICP® Wealth Advisor & Co-Founder
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