What do our clients say about CAP Partners?

Dave and Carol Kopko, Clients since 2008

My wife and I joined the CAP Partners family over ten years ago in order to prepare us for our upcoming retirements. They methodically walked us through many scenarios to better prepare us for our future challenges. These included a structured savings plan, a review of post-retirement income to meet our goals, a review of adequate income and planning should one or both of us pass, a Long Term Health care review, post-retirement medical insurance needs, social security assistance, and a last will and testament review.

We have now been retired for over seven years and have accomplished all of our goals with the guidance of CAP Partners. Perhaps the most important benefit of CAP Partners is the personal relationships and confidence of having this vast network working personally for us.





DisclosuresThese testimonials are from clients that are currently with CAP Partners. They were not compensated in any way for providing their honest reviews.