Schedule A Meeting with An Advisor Today
I’m John Paul Capistran, the CEO of Caplo Advisory. I’m thrilled to have you here. Our journey towards addressing your needs begins with a personalized one-on-one phone call. I invite you to schedule a meeting with one of our advisors at your convenience, where we can discuss your financial requirements in detail.
Schedule A Strategy Session With An Advisor
I’m John Paul Capistran, CEO of Caplo Advisory, and I am thrilled to have you here. Our journey toward addressing your needs begins with a personalized one-on-one phone call.
I invite you to schedule a session with one of our advisors to discuss your financial requirements in detail.
Our Full-Service Planning Package Covers Every Aspect of Your Financial Life
Full-Service Financial Planning
Life Insurance
Preparing for the unforeseen, securing your children’s education, covering family expenses, and sustaining your finances in your absence.
Tax Planning
Organizing your financial affairs by taking advantage of tax deductions, exemptions, and other incentives that help you minimize your tax liability.
Budgeting
Assessing your current financial situation, creating a strategy, and regularly adjusting your budget as needed.
Wealth Management
Growing and preserving your wealth involves investment management, financial planning, risk management, and more.
Retirement Living
Estimating your future needs, and implementing a plan to accumulate the necessary resources.
Estate Planning
Arranging assets, properties, and personal matters to ensure effective management and distribution in the event of death or incapacity.
*Financial planning services are charged a fixed fee between $500.00 and $7,500.00 depending on the nature of services and the complexity of the financial situation. Alternatively, financial planning can be charged at an hourly rate of $350.00 per hour. Caplo Advisory will provide specific information about fees during the initial consultation.
Our Full-Service Planning Package Covers Every Aspect of Your Financial Life
Investment Management
Balancing risk and reward in your portfolio.
Retirement Planning
Facilitating the lifestyle you want.
Budgeting and Saving
Supporting your current and long-term financial stability.
Insurance Planning
Making sure you have the appropriate amount of coverage.
Charitable Contributions
Minimizing your tax liability as much as possible.
College Planning
Ensuring you have the proper funds for major life events.
*Financial planning services are charged a fixed fee between $500.00 and $7,500.00 depending on the nature of services and the complexity of the financial situation. Alternatively, financial planning can be charged at an hourly rate of $350.00 per hour. Caplo Advisory will provide specific information about fees during the initial consultation.
Business Owners/Contractors
Families
Individuals
Who Do We Serve?
While other wealth management firms may shy away from discussing money, we believe in honesty because you work hard for your earnings. As fiduciaries, our financial advisors always act in your best interest, charging only a flat advisory asset management fee.
How Do We Guide You On Your Financial Journey?
1. Get to Know Caplo
Initiate the process by reaching out to us. Once you’ve completed a contact form and scheduled a consult, we will send you a Consultation Packet.
2. Getting to Know You
Our advisors get to know you personally through in-depth conversations about your financial situation, priorities, and objectives.
3. Build an Asset Map
With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.
4. Think About the Future
Our advisors then use your financial snapshot, goals, and objectives to create a comprehensive plan that provides a strategic roadmap to straighten up your current financial situation.
5. Start Your Journey
By gaining a clear view of your entire financial landscape, we can begin implementing the strategies outlined in your plan, preparing for life's major milestones while keeping you accountable.
6. Check-In
We are here to help! We take pride in our relationships and consistently check in with our clients to ensure you stay accountable and on the right path.
The Caplo Advisory Promise
We empower hard-working Millennials on their wealth journey.
At Caplo Advisory, we are dedicated to providing financial education to help Millennials take control of their financial planning, retirement, savings, and budgeting. Through personalized guidance, we aim to turn their financial goals into tangible realities.
