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Capitol Planning Group
We here at Capitol Planning Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning/income planning.We here at Capitol Planning Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning/income planning.
Blue Dot Wealth Management
Comprehensive financial planning, for individuals, families & business owners - with a focus on pre-retirees. Investment management, to assist clients in working towards & achieving their life goals.Comprehensive financial planning, for individuals, families & business owners - with a focus on pre-retirees. Investment management, to assist clients in working towards & achieving their life goals.
