Planning Capital Management

Planning Capital has more than 25 years of experience in partnering with clients to manage their money. To us, the most important concept in managing money is understanding how you feel about risk. Our long-term approach focuses on determining your risk tolerance in order to create your portfolio. By knowing and understanding your risk level, you will feel more comfortable with investment decisions. When markets move - up or down - Planning Capital will help you to have clarity and confidence that your long-term investment goals are on track. As a benefit of working with Planning Capital, you will receive unbiased, objective advice and a custom analysis with recommendations for financial tools that fit your needs and wants. We will take the time to get to know you and support you in making the best financial decisions possible.