Capital Planning Investments

Capital Planning Investments, LLC (CPI) is a financial planning firm based in Powder Springs, Georgia. With three employees, the company has generated an estimated revenue of $2.5 million. Founded in 2008 by Allen Rutledge, Ray Dotson, and Ken Thomas, CPI boasts over 50 years of collective financial planning experience. CPI offers holistic financial planning services encompassing asset, income, and life protection strategies, savings strategies for goal achievement and wealth maximization, and growth strategies including strategic, tactical, absolute return investment styles, and alternative investments. The firm's client base extends beyond the local area to include clients across the United States. CPI distinguishes itself through its "serving - not selling" philosophy, prioritizing client needs above all else. The firm has expanded its reach through affiliations with Atlanta-based firms and, more recently, with Invision Private Wealth in Orlando, Florida, The Wealth Advisory Group in Alpharetta, Georgia, and Burt Financial Design in Cumming, Georgia. To access Capital Planning Investments' services or learn more, individuals can visit their website at allenrutledge.retirementtime.com.