Capital Financial Planners

Capital Financial Planners is a financial planner in Chillum, MD. The firm specializes in retirement planning for both current and separated federal employees, as well as those in the private sector. Their expertise includes specialized analysis of federal benefits such as FERS, CSRS, TSP, and Social Security, alongside services like investment management, tax strategies, Roth conversions, and Medicare Part B guidance. The firm holds a 5.00 rating.

The firm focuses on helping clients navigate the complexities of retirement through a personalized, holistic approach. Their services encompass distribution and cashflow planning, estate and legacy planning, and proactive tax planning designed to minimize future burdens. The team includes professionals such as Neil Cain, a Certified Financial Planner and Charter Federal Employee Benefits Consultant with over 18 years of experience, as well as Austin Costello, Evan Radin, and other specialized staff. Beyond direct advisory services, the firm provides educational resources through webinars and a dedicated YouTube channel covering topics like FEHB options and retirement readiness.

Capital Financial Planners is known for its deep expertise in federal government retirement systems, regulations, and benefits. The firm stands among the strongest in its category locally, providing the specialized knowledge necessary for individuals to manage complex financial transitions with confidence.

The firm provides essential retirement and investment guidance to help federal and non-federal employees achieve financial freedom in Chillum.