Individual Services

You might be surprised to find out that you're in the right place at the right time. Let me explain.

In polite circles and in public places, there are some topics that we are told not to discuss; personal finances come to mind. We all know there's a time and place for money talk. To bridge the gap between your opportunities to discuss, and your desire to receive first-rate expert advice, let us be your "time and place."

Financial and Estate planning is our business. Capital Estate Planning Corporation's expert team of advisors is at your service to inform and to guide you through these seemingly complex, but very important decisions. Whether you are just starting your portfolio or have been a long time investor, through our dealer MGI Financial Inc., we can assist you with your financial plans. Individual mutual funds are provided through MGI Financial Inc. Non mutual fund related products and services such as life insurance, group products and health/travel insurance are provided independently and therefore not the responsibility of MGI Financial Inc.

Capital Estate Planning can match your investment portfolio to your investment personality - that being conservative, moderate, advanced, aggressive or balanced.

And our comprehensive array of insurance products can serve to protect your income streams and investments today, tomorrow, and well into the future.