Capital Financial Planners

Our firm specializes in empowering federal employees to confidently navigate their retirement journey. With in-depth understanding of the complexities of federal retirement systems like FERS, CSRS, TSP, and Social Security, our team of certified financial planners and experienced professionals guide you through every step of the process, ensuring you achieve your financial aspirations.

What Makes us Different?

Leveraging our extensive expertise in federal government regulations and benefits, we create personalized strategies to:

• Demystify your retirement options: We translate complex financial jargon into clear, actionable steps, empowering you to make informed decisions.
• Maximize your TSP: We collaborate with you to develop a tailored investment strategy that aligns with your goals and risk tolerance.
• Optimize your FERS/CSRS: We guide you through complex calculations and benefit options to ensure you receive the maximum payout possible.
• Provide personalized guidance: Your dedicated advisor works alongside you, offering ongoing support and answering your questions throughout your journey.

Our Team

Our team comprises seasoned professionals with diverse backgrounds in finance, retirement planning, and client management. We are committed to providing personalized attention, comprehensive resources, and tailored solutions to meet your unique needs.

Meet Our Financial Planning Team

• Neil Cain: Certified Financial Planner and Chartered Federal Employee Benefits Consultant, Neil has over 18 years of experience guiding federal employees towards their financial goals.
• David Setia: Chartered Mutual Fund Counselor, David brings a wealth of knowledge and qualifications to our team, having over a decade of experience in the financial industry.
• Austin Costello: Certified Financial Planner, Austin offers comprehensive guidance and personalized strategies to secure your financial future.

Our Commitment

We are dedicated to helping you navigate the complexities of retirement planning with clarity and confidence. With personalized attention, advanced expertise, and ongoing support, we empower you to make informed financial decisions and achieve your retirement dreams.