(916) 570-6000
Retire with a 
Golden State of Mind

START PLANNING
From Saving to Living

During your working years, there’s a constant rush to accumulate as much money as you can.
In retirement, the priority shifts from striking it rich to preserving what you have. At Capitol Planning Group, we provide the nuggets of wisdom you need to achieve lasting financial confidence.

WHO
WE ARE

Navigating the transition to retirement is complex. Our family-owned, father-and-son advisory team simplifies the process for our fellow Californians.

MEET THE TEAM

HOW
WE HELP

Every plan is built with your unique hopes and dreams in mind. From Social Security and pensions to Roth rollovers and strategic withdrawals, our fully custom plans are tailored around your specific needs.

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FREE
EVENTS

RSVP for you and a guest to attend one of our upcoming events, where you can get a taste of the insights and tools we provide, all without any cost or commitment.

RESERVE YOUR SPOT
OUR PRODUCTS AND SERVICES INCLUDE
  • 401(k) retirement plans and IRAs
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S. Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension plans
  • Qualified retirement plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health insurance group health benefits
Every Capitol Needs a
Sound Foundation

From our state’s complex tax laws to the high cost of living, building wealth in California isn’t easy. Many advisors suggest playing the market, both for the potential returns and to keep up with inflation. However, high levels of volatility can also leave your retirement on shaky ground.

If you’ve saved enough to walk away from work, that’s cause for celebration. But the last thing you want is for one bad day on Wall Street to wipe out your nest egg.

At Capitol Planning Group, we provide comprehensive plans that strike a balance between stability, growth and legacy, ensuring that once you walk away from work, you’re there to stay. With the right strategy in place, you can spend your golden years basking in the California sun, not starting at stock tickers.

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A Family Approach to
Financial Confidence
For over 35 years, Richard Breedwell has helped Californians navigate retirement with clarity and care. As a father-and-son team, Richard and Ryan Breedwell combine decades of experience with personalized planning to simplify complex decisions and guide you toward lasting financial security. Every strategy is built around your goals, giving you confidence in every stage of retirement.

GET TO KNOW US

RYAN BREEDWELL

FINANCIAL PLANNER