College Action Planning Solutions (CAPS) was formed by a coalition of great friends and business partners with combined decades in the financial industry with one belief—our clients are an extension of our family. And just like your family’s priorities come first for you, your priorities come first for us. 

We formed CAPS after realizing the hardships caused by what is supposed to be a joyous milestone of sending your kids off to college, but instead, in our experience was creating a negative impact on families’ financial futures.

We strive to provide education to help you and your loved ones make smarter financial decisions for yourself and your families success.   We provide a truly holistic approach with your planning, never eliminating any possibilities that can bring you success for the future. With innovative strategies behind wealth building and wealth preservation, success can become apparent. This can be from planning for your first house purchase or welcoming your first child, college planning or business planning, retirement or estate planning, and the list goes on.  

CAPS is helping families realize they can succeed in their dreams of having a great retirement, and simultaneously seeking to help provide a brilliant start for their children as they leave the nest for college and become adults of their own. We strive to provide a results- and service-driven commitment to you, bringing you the value we all desire in life.

CAPS truly represents a belief that with the right support, the entire community can grow and flourish—through educational programs and complimentary business and organization consultations.