Risk Management Programs

CPG also places a great deal of emphasis on protecting your assets against the unexpected.

Through the appropriate use of insurance coverages (Life Insurance, Disability Insurance and Long Term Care Insurance) with some of the leading firms in the country, the objective is to preserve assets against the unforeseen events that can erode an otherwise successful investment portfolio.








© 2001 Capital Planning Group, Inc.
15200 Weston Parkway, Suite 103
Cary, NC 27513
(919) 677-8888
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* Registered representatives, investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC and a registered investment advisor, to residents of NC, VA, SC, GA, TN, CA, NJ, IL, OH & FL. Branch office: 15200 Weston Parkway, Suite 103, Cary, NC 27513. (919) 677-8888.