At Caplo, we're committed to:
PLAN.
Creating a personalized plan that aligns with your lifestyle and goals.
GROW.
Helping you implement strategies to grow your wealth and secure your financial future.
LIVE.
Empowering you to live with confidence and financial freedom.
01
Blueprint Plan
A personalized DIY style financial plan for individuals who have achieved financial stability but are unsure of the next steps.
02
Growth Plan
A financial plan designed for high earners who have already built financial momentum and are looking for advanced wealth-building strategies.
03
Wealth Plan
The Wealth Plan is for individuals and families with over $1 million in assets who have built significant wealth and need an advisor to help manage, grow, and preserve it for the future.
04
Enterprise Plan
This service is designed for business owners looking to optimize financial performance, strategy, and growth.
Our Services
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FINANCIAL PLANNING
Investment strategy tailored to your goals
Asset allocation & diversification
Assess and manage investment risks
Implement tax loss harvesting strategies
Optimize employer-sponsored plans (401(k), HSA, etc.)
TAX PLANNING
Develop strategies to minimize tax liability
Maximize tax-efficient education savings
Identify missed tax-saving opportunities in past returns
BUSINESS PLANNING
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Plan for business growth and future exit
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Develop tax-efficient compensation and retirement plans
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Align personal and business financial goals
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Optimize business structure for current needs
ESTATE PLANNING
Guidance through the estate planning process
Preparation of your last will and testament
Ensure documents comply with state laws
RETIREMENT SERVICES
Clarify financial goals & income needs
Create a personalized savings and investment plan
Maximize tax-efficient contributions and withdrawals
Ongoing retirement planning before and after retirement
INSURANCE PLANNING
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Identify gaps in insurance coverage
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Provide annual policy reviews with recommendations
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Navigate employer-sponsored insurance options
Getting Started is Easy
Let's face it, life is busy. Finding hours in the day to focus on your financial future is never easy. At Caplo Advisory, we like to keep it simple - get started with just 3 steps.
1
Choose the Caplo Plan
that suits you best
2
Collaborate with your advisor
3
Implement your Personalized financial plan
WE BELIEVE IN THE POWER OF COMMUNICATION
Ongoing reviews and regular check-ins will keep you informed about your progress. We talk about any changes in your situation or priorities and see if adjusting your plan could make a positive difference. Together, we can ensure you're on the best path to success.
You've Put in the Work and it's Paying Off
Now is the time to accelerate that growth and build a strong financial future.
01
Blueprint
A personalized roadmap for individuals who have achieved financial stability but are unsure of the next steps
02
Growth
Designed for high earners who have already built financial momentum and are looking for advanced wealth-building strategies.
03
Wealth
The Wealth Plan is for individuals and families with over $1 million in assets who have built significant wealth and need an advisor to help manage, grow, and preserve it for the future
04
Business
This service is designed for businesses looking to optimize financial performance, strategy, and growth.