Round Rock, United States
Captial Retirement Planning, LLC is a financial services startup founded in 2007, focusing on providing lifetime income and tax-saving solutions for retirement. With the increasing life expectancy, the company emphasizes the critical need for guaranteed sources of income in retirement planning. Founder and President Danny Holder, who is licensed as an insurance agent, runs the company as a Registered Investment Advisory firm. As an authorized representative of Tarkenton Financial and the Texas Property TaxBack® Program, Danny has the flexibility to utilize the finest resources and products available for retirement planning. The company's approach includes managing equity positions with a risk-management strategy to help individuals enjoy their retirement years with peace of mind.
Capital Retirement Planning, LLC's unique combination of expertise in insurance and financial planning positions it as a valuable player in the field. Its strong industry presence is further strengthened through its association with a national network of independent insurance and financial professionals founded by CEO and NFL Hall of Fame Quarterback, Fran Tarkenton. While specific details regarding recent investments and investors are not available, the company's commitment to leveraging top-notch resources and products to ensure a quality retirement for its clients is evident in its operations.
