Strategic Insurance Solutions

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At Capital Planning Advisors, insurance isn’t simply a product.  We use insurance as a strategic tool to support your overall wealth, estate and business planning goals. Whatever your most valuable assets are, our team of professionals can help you analyze, design and implement the insurance program you need to protect your income and assets.

Our team engages in regular policy reviews and is knowledgeable on policy types relative to program design. We are not directly affiliated with any insurance carriers, which is why we present the options best suited for you and your personal financial circumstances.

As an independent broker, our underwriting process allows us to go to multiple carriers to obtain the best health classes, resulting in the most competitive pricing and coverages.

Navigating the financial challenges of insurance needs can be daunting. Our experience brings client confidence around financial decisions such as loss of income due to critical illness, disability coverage, affordable and dignified long-term care, debt and income replacement, and tax minimization and trust planning.