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Capital Planning, LLC

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5.00 (2 reviews)
Contact Information OUR ADDRESS
10900 NE 4th St Ste 1030
Bellevue, WA 98004

Phone Number
Call (425) 643-1800
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Do you spend more time planning a vacation for your family than you do for your retirement?

Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.

But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With WaterRock Global Asset Management LLC we can help you plan a financial future that will make you and your family excited for your upcoming years.


Situation Overview

Jim and Melinda were considering retirement. Jim, a Boeing Executive with substantial VIP-401(k) savings, other investment accounts, and executive benefits, was ready for life's next chapter! Melinda was looking forward to more free time with Jim.


Their goals drove the design of their portfolio. Once we had a clear understanding of their needs, we created an Investment Policy Statement detailing their objectives, their asset allocation mix, and any special instructions. Jim and Melinda's primary concerns were:

 How do we position our investments for retirement?

 How do we create a well-diversified portfolio?

 What is the best approach to draw income from our investment accounts?


Today's investors are faced with an environment of rising risk and uncertainty. Economic concerns, low interest rates, and demographic shifts create a challenging climate for retirees. With this uncertainty, we work hard to understand their goals, manage their risk, and create portfolios designed to meet their needs.


Bellevue, Washington
10900 NE 4th St Ste 1030


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Users' reviews


I contacted Capital Planning for financial planning and tax advice.

I contacted Capital Planning for financial planning and tax advice, and their founder Michael Miller
thought I wasn't a good fit for their specialty. He proceeded to take 15 minutes (on the phone!!) to
help me figure out which firm might work better for my unusual circumstances, which was very
generous in my opinion. Not many people today, especially not top guys like Michael, understand
that taking this time and action creates goodwill that pays off down the road. Most would just give
you the brush off.
With this kind of action, I would feel confident that Michael would be making good decisions with my
finances, and a few years down the road I will be contacting them again.


Thanks to the whole team at C.P.

Capital planning is fantastic! We have been working with them for over a year and their attention to
detail and their results have been outstanding.
I wish we had found them earlier.
Thanks to the whole team at C.P.