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
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The Financial Literacy Crisis
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Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Required Reading: The Economic Report of the President
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
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Compare different mortgage term lengths side by side to find the option that fits your budget.
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Compare the long-term financial outcomes of renting versus buying a home.
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Estimate how much you may earn over your working years based on your current income.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.