Skip to content

About
- Our team
- Contact us
Services
Blog
START HERE

balancing business and caregiving

Financial Planning•4 Min Read

Financial Planning Considerations for Business Owners with Aging Parents

Capital Wealth Planners

Office: 916-985-6000

101 Parkshore Drive
Folsom, CA 95630

[email protected]

Start Here

About

Contact

Client Login

Privacy Policy

Legal disclosure

Request for ADV

Simplify Your Business Planning

business owner mockup

Download our free “10 Questions” guide for clarity and confidence.

FREE INSTANT ACCESS

© 2025 Capital Region Financial Group | All rights reserved - Made with ♡ by Wilnau Design

Check the background of your financial professional on FINRA’s BrokerCheck.

Investment advice offered through Capital Wealth Planners, an investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness..

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Capital Wealth Planners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Capital Wealth Planners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Region Financial Group, LLC unless a client service agreement is in place.

Capital Wealth Planners, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Capital Wealth Planners, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

We’ve Prepared your Checklist for you…

…Just tell us where to send it

We respect your privacy and promise to keep your information safe.

About
- Our team
- Contact us
Services
Blog
START HERE