Capital Planning & Investments, Llc
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- Capital Planning and Investments, LLC ( CPI) serves its clientele through holistic financial planning which includes protection strategies for assets, income and life; savings strategies for goal targeting and maximum wealth potential; and growth strategies which include strategic, tactical (constrained and unconstrained) and absolute return investment styles as well as alternative investments.The firm was founded in 2008 by co-partners Allen Rutledge, Ray Dotson, and Ken Thomas, CFP. Collectively, they have over 50 years of financial planning experience and seek to help clients with a philosophy of serving - not selling. All three partners reside in the greater Atlanta area and serve clients both locally as well as those in other parts of the country. CPI added, by affiliation, two Atlanta based firms in 2010 to better serve our area. The Wealth Advisory Group in Alpharetta, Georgia whose principal is Bill Dyches and Burt Financial Design in Cumming, Georgia which is owned by John Burt, CLU, ChFC.
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Headquarters:5508 Corn Mill Ln , Powder Springs, Georgia, United States
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Phone Number: +1 770-499-0262
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Website: https://www.retirementtime.com
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Employees:4
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Revenue:$0 - 1M
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Legal Name:Capital Planning & Investments, Llc
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Capital Planning & Investments, Llc's Social Media
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| NAICS Code: 524126 |
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Frequently Asked Questions regarding Capital Planning & Investments, Llc
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Where are Capital Planning & Investments, Llc's Headquarters?
Capital Planning & Investments, Llc's Headquarters are in 5508 Corn Mill Ln ,Powder Springs,Georgia,United States
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What is Capital Planning & Investments, Llc's phone number?
Capital Planning & Investments, Llc's phone number is +1 770-499-0262
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What is Capital Planning & Investments, Llc's official website?
Capital Planning & Investments, Llc's official website is https://www.retirementtime.com
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What is Capital Planning & Investments, Llc's Revenue?
Capital Planning & Investments, Llc's revenue is $0 - 1M
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What is Capital Planning & Investments, Llc's NAICS code?
Capital Planning & Investments, Llc's NAICS code is 524126
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How many employees are working in Capital Planning & Investments, Llc
Capital Planning & Investments, Llc has 4 employees
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What is Capital Planning & Investments, Llc's Industry?
Capital Planning & Investments, Llc is in the industry of Financial Services
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Who is Capital Planning & Investments, Llc's Partner?
Capital Planning & Investments, Llc's Partner is Ben Rutledge