Broker Check

24500 Chagrin Boulevard, Suite 200, Beachwood, OH 44122

216-338-4070
mrosner@capitalplanners.com
Schedule A Meeting

We Protect What Really Matters

It's Not Just a Strategy.
It's Personal.

The financial landscape is vast and ever growing - with hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should ever have the same cookie-cutter financial strategy. 

Let's Talk

Care . Creativity . Confidence

We care deeply for our clients and do everything to protect their families, businesses, and savings. Our experience as entrepreneurs in the communication, real estate, and insurance industries provides us with the education and creativity to approach financial planning and risk management differently.

Learn more
Business Owners

Business Owners

Are you prepared to grow, preserve, and eventually transfer your business?

Learn More
Individuals & Families

Individuals & Families

Are you prepared for what matters most?

Learn More
Retirement Planning

Retirement Planning

Are you ready to take your financial life to the next level?

Learn More

We're here for you!

Over the past 15 years, we have helped nearly 1,000 young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

Contact Us

Helpful content

Curated articles, videos, and more for a financially savvier you.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More
Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
Learn More
Building a foundation for retirement in your 30s

Building a foundation for retirement in your 30s

In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.
Learn More

More information you can use

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Learn More

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?
Learn More

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More
Matthew Rosner

Matthew Rosner

President/Financial Representative

mrosner@capitalplanners.com

Have a Question?

Thank you!
Oops!