Investment advice offered through Capasso Planning Partners, LLC a registered investment advisor. The investment advisor representatives of Capasso Planning Partners, LLC offer investment advice in every state, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
301 North Main Street
Suite 2484
Winston Salem, NC 27101
United States
