"An investment in knowledge pays the best interest."

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. 

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.

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About College Action Planning Solutions

  • College funding today requires more than a 529 or prepaid plan— with college costs rising nearly three times faster than inflation and student debt exceeding $1.7 trillion, strategic planning is essential to reduce costs and protect your long-term fi

    College Funding Strategies

    College funding today requires more than a 529 or prepaid plan— with college costs rising nearly three times faster than inflation and student debt exceeding $1.7 trillion, strategic planning is essential to reduce costs and protect your long-term financial future. By approaching college funding with the same care as taxes or retirement planning, families at every income level can conserve hard-earned money and redirect those savings toward what matters most.

  • Financial Strategies

    Whether the focus is on Diversification Strategies, Growth and Wealth Building Concepts, or even full implementation of retirement plans to achieve your retirement goals for the future, CAPS can help you get there. 

    A complimentary consultation can show you how you can improve your results for the future.


  • Protection Strategies

    Life insurance is an important part of a comprehensive financial plan, providing protection for your family, income, assets, and long-term goals in the event of death, illness, or unexpected disruption. Beyond insurance, we help you evaluate broader protection strategies—personal and business—to safeguard what you’ve built and plan confidently for the future.

  • Distribution Strategies

    It’s as simple as this, if you could collect 4% of your retirement assets and guarantee they never run out, or 6% of your retirement assets with the same guarantee, which would be better for you? Not every strategy provides equal distributions. With the right planning, it might be possible to increase your retirement income. 

    Allow us to provide a full review, and check for options to help improve your retirement goals.

  • Business Strategies

    You’ve worked tirelessly to build your business—investing time, energy, and personal sacrifice to create lasting success—so protecting it and keeping more of what you earn is essential. Through in-depth business fact-finding, CAPS helps business owners implement tax-efficient strategies, employee retention benefits, and asset protection solutions that support continuity, resilience, and long-term success.