financial planning

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Frank W. Kapitza & Associates, CPA, MS, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allow us to provide our clients with the commitment that they deserve.

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

277 Fairfield Road
Suite #305A
Fairfield, NJ 07004

973-276-0650

Securities Offered Through TFS Securities Inc., Member FINRA/SIPC, a Full Service Broker Dealer Located at 847 Broadway, Bayonne, NJ 07002 201-823-1030.
Broker Check. Investment Advisory Services offered Through TFS Advisory Services, A Division of TFS Securities, Inc. 

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