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24500 Chagrin Boulevard, Suite 200, Beachwood, OH 44122

216-338-4070
mrosner@capitalplanners.com
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We Protect What Really Matters

It's Not Just a Strategy.
It's Personal.

The financial landscape is vast and ever growing - with hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should ever have the same cookie-cutter financial strategy. 

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Care . Creativity . Confidence

We care deeply for our clients and do everything to protect their families, businesses, and savings. Our experience as entrepreneurs in the communication, real estate, and insurance industries provides us with the education and creativity to approach financial planning and risk management differently.

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Business Owners

Business Owners

Are you prepared to grow, preserve, and eventually transfer your business?

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Individuals & Families

Individuals & Families

Are you prepared for what matters most?

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Retirement Planning

Retirement Planning

Are you ready to take your financial life to the next level?

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We're here for you!

Over the past 15 years, we have helped nearly 1,000 young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Have you taken these key estate planning steps?

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.
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More information you can use

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Matthew Rosner

Matthew Rosner

President/Financial Representative

mrosner@capitalplanners.com

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