Capital Plan is a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment and executive benefit firms serving the financial needs of affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies since 1978.

If there is any way we can be of assistance, please call us at 214.360.9292.

You may also submit the following form to have one of our advisors contact you.




10000 North Central Expressway, Suite 1000
Dallas, Texas 75231