Capital Financial Planning believes that no single approach to asset allocations is right for all market environments. Have you ever asked yourself, "Am I taking too much or not enough risk with my investments?" If so, then you are in the right place! Above is a tool that will mathematically quantify your risk tolerance and help us understand your ability to emotionally handle the ups and downs of investing.
Services
Capital Financial Planning is a financial services firm devoted to providing the highest quality products and services to business entities, public institutions and individuals based in Iowa and throughout the nation. We help coordinate all aspects of our clients financial lives, including budgeting, cash management, debt management, investment management, risk management and strategic planning.
Capital Financial Planning believes feeling good about your finances is part of feeling good about life. The world around us is continually changing at a rapid pace. Our firm provides unbiased advice with no cooperate agenda, sales goals or conflicts of interest. The traditional investment approach is reactive in nature, chasing higher returns and attempting to beat the market.
Our process focuses on providing personalized, thoughtfully constructed strategies that are unique to each client's needs. At Capital Financial Planning, we take the time to understand your personal, professional, and financial situation on a meaningful level. By identifying goals and objectives, we help create an actionable, measurable roadmap to financial success.
Ryan has worked in the financial services industry since 2005 and holds the Series 7, 65 and 63 registrations. He graduated from Iowa State University with a Bachelor of Science degree and received his Retirement Income Certified Professional Designation (RICP(R)) from The American College. Ryan seeks to build enduring relationships, providing thoughtful solutions to help his clients work to achieve their financial goals.
Benjamin, an AI assistant, allow us to provide top of the line communication and support to our clients. You will periodically receive text message or email updates from Benjamin. These messages may include requests to setup a meeting, missing paperwork, and updates about the market or your investments that we feel like will be important for you review.
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