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
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.