The Soapbox and Toolbox for New York State's Nonprofits

Capital Financial Planning

Founded in 2003, Capital Financial Planning laid our cornerstone with experienced financial professionals seeking to provide the utmost in quality services to their clients. Combining progressive thinking with fresh perspectives, our organization was founded on the premise that our clients’ needs must always come first.

At Capital Financial Planning, our only agenda is that of our clients. We do not peddle products, instead we custom tailor solutions to help our clients reach their important goals. Whether seeking a comfortable retirement, to educate a child, to mitigate risk, or to manage wealth and help make it last a lifetime, our financial professionals select only those solutions and services that make sense for the client, as we are not bound by quotas or minimums.

This philosophy helps us to provide objective, individualized advice. We recognize that we have to earn your business and bring value to you, year in and year out. Capital Financial Planning is committed to enriching communities where we live and work - support many not for profit initiatives with time, talent, treasure.

We support many local charities through volunteering our time, money and fundraising efforts through our annual Capital Financial Planning golf tournament.

Contact: Arthur Forgét

Phone: (518) 867-4000


6 Tower Place

Albany, New York 12203

NYCON develops and promotes an effective and vibrant charitable nonprofit community throughout New York State.  We strengthen organizational capacity, act as an advocate and unifying voice, help to inform philanthropic giving, and conduct research and planning to demonstrate relevance and impact.