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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Brian S. Seaman is an Investment Advisor Representative offering securities and advisory services through United Planners Financial Services Member FINRA and SIPC. United Planners and Capital Planning Group, LLC are independent companies.

This information is intended for use only by residents of California and Michigan. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than Arizona, California, Colorado, Connecticut, Georgia, Hawaii, Indiana, Massachusetts, Michigan, Nevada, Oklahoma, Oregon, Pennsylvania, Utah, Washington.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

 

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Capital Planning Group LLC
Office: (714) 881-1595
Fax: (714) 641-1744

151 Kalmus Drive
Suite C145
Costa Mesa, CA 92626

FINRA series 7, 24, 63

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