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

Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.