In Florida's tight labor market, the employee benefit package can make all of the difference in the race to attract and retain talent. Capital Planning Group's retirement planning experts work with businesses of all sizes and industries to design and implement retirement and executive benefit plans that meet corporate objectives and help employees achieve financial goals.

At the heart of our services is education. Participation in a retirement plan is one of the most important financial decisions a person can make and we make sure that employees understand that. Our Certified Financial Planners™ and dedicated enrollment staff conduct fun and informative meetings to help your employees. Consequently, participation in our clients' sponsored retirement plans typically increases significantly. We also conduct educational seminars for employees. Whether the audience is executives, at or near-retirement employees, or young professionals, Capital Planning Group will provide practical tips on how employees can achieve financial success. Individual corporate-sponsored financial planning services are also offered.

Our efforts to educate do not rest with employees only. It also extends to Plan Sponsors, Trustees and Fiduciaries. Annually, we meet with clients to review their Plan. We make sure they understand it, are acting in the Plan's best interest and are adequately protecting themselves.