Our Firm

We work together to achieve your goalsCapital Insurance & Investment Planning Inc., an independent financial services firm, was formed to serve our clients by developing comprehensive solutions for their wealth, financial, retirement, estate, and insurance planning needs. 

We are committed to providing superior service and products with the professionalism that our clients' have come to expect.

Our clients receive comprehensive, cost effective, and innovative solutions to their personal and business needs.

Professional growth through continuous education and study assures every effort will be made to utilize tax laws, regulations and advanced techniques to our clients' greatest advantage.

Our success is measured by our clients' success.