Broker Check

How We Work

At Capital Education Network, a Albany based Financial Planning firm, we offer Retirement Planning, and more importantly Retirement Income planning services, Insurance Planning, Tax Preparation, Estate Planning, Asset Management,and Wealth Preservation Strategies.

We believe in listening to you and creating plans that are tailored to your specific needs and objectives. We draw on over 25 years of experience and use a tactical solutions to meet your financial goals.

Our Firm

Our Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Our Services

Our Services

We create strategies that are tailored to your needs and goals.

Learn more
Our Featured Links

Our Featured Links

We’ve provided you with a list of helpful links to help you find information that interests you.

Learn more
Our Resources

Our Resources

Want to learn more about retirement, Social Security, or estate strategies? We have a wealth of resources.

Learn more
<br /><br />Client Centered



Client Centered

Check out our news updates area for what is going on at the office. Sign up for our mailing list for updates delivered straight to your inbox. And explore the resources section which contains a wealth of information for you to use to gain a better understanding of your financial picture.

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



Thank you! Oops!