FAQ

Q: When was your firm founded?

A: Capital Planning Corporation (CPC) was founded by Michael D. Miller in 1983 and registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Capital Planning, LLC is the successor RIA to CPC as of 2014. The change of corporate structure from an S Corp to an LLC better provided for our succession planning objectives.

Q: What types of clients do you work with?

A: We provide investment management, wealth planning, and family legacy services to corporate executives, business owners, entrepreneurs, high net worth individuals and families. The corporate executives we serve are primarily from public companies based in the Northwest, such as Boeing and Microsoft. The business owners and entrepreneurs we serve typically have sold their business or are planning to sells in 12-60 months and need a clear plan to accomplish their objectives. High net worth individuals and families are attracted to our firm because of our strategic approach to wealth management, investment advisory services, and our ability to design advanced estate strategies that substantially reduces taxes.

Q: How often will I receive reports from Capital Planning?

A: Investment and wealth planning reports are available on-demand from our web site. Your financial advisor will meet with you on a regular basis to review your investments and financial plan. Between formal meetings, your service team is always a phone call away.

Q: Who will I work with at Capital Planning?

A: We work as a team to provide investment management, wealth planning, and family legacy services. Our senior advisory team meets regularly to discuss wealth planning strategies and investment management solutions. Each client is served by a lead financial advisor and a client service associate serves as their primary contact. Our experienced advisory teams work with a limited number of clients, which allows them to devote the necessary time and attention to each personal wealth plan. When needed, specialists in the firm are available from the financial advisory team, portfolio administration, and investment research teams.

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