Capital Planning Group, LLC Home
Home NavigationMENU
  • About 
    • Team
    • Our Mission Statement
    • Our Philosophy
    • Our Planning Process
    • Blog
    • Our Products & Services
    • Our Video Library
    • Useful Links
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Contact

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

Related Content

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

 

 

United Planners CRS

CPG ADV Brochure 2026

Brian CPG ADV Supplement 2022

 

Download Our Free App

phonephone


We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us.

buttonbutton
 

Have A Question About This Topic?









Thank you! Oops!

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.

 

Contact

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

Send an Email

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators