Welcome

Captive Planning Associates, LTD. provides a single source solution for businesses seeking advanced, effective strategies in alternative risk while protecting assets, preserving capital, minimizing taxes, and managing wealth.

By bringing together the diverse experience and expertise of professionals that include CPAs, attorneys, actuaries, insurance, and other financial specialists, we are able to develop sophisticated cutting-edge solutions.

Through this interdisciplinary approach, we will custom design a program specific to each client that addresses their needs, desires and circumstances - currently as well as in the future that encompasses all legal, financial, and tax-related objectives.

In today’s complex world, you need a strong professional ally.  Because of the value we place on satisfaction, we pledge commitment.   Because we work closely with you, we promise results.