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Costa Mesa Office

151 Kalmus Drive
Suite J3
Costa Mesa, CA 92626
(714) 881-1595

Fountain Valley Office

18837 Brookhurst Street
Ste. 101
Fountain Valley, CA 92708
(714) 964-2700

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome

The goal of Capital Planning Group, LLC is to help individuals, families and businesses to achieve what matters most to them. We strive to assist them in the accumulation, preservation, growth and transfer of wealth. Gaining a deeper understanding of  each of our client's needs helps us to develop, implement and deliver sound thought out solutions.  These solutions are based on rigorous research, integrated planning, and expert personal guidance.

We focus on the needs of each client with total commitment, courtesy and respect. Understanding what matters most to those with whom we work is at the heart of our process.  We help people to identify and articulate what they want for themselves and their family today, and in the future. With that information in hand, we examine where they are now, and identify any ‘gaps’ that exist between what they want and what they have. The results of that preparation then becomes the foundation for much of the work we do on their behalf. We design the process to be unique to each client. This process captures and reflects their personal, family and business goals.  We take special care to honor their objectives, as well as philosophical perspectives. 

What matters most to you?

Please contact us; and let’s see how that single question can launch a journey of discovery towards your personal, as well as financial goals. This journey will include those who mean the most to you.

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

 

12 Things to do Before the Ball Drops

The year’s end is the perfect time to do these 12 things.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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