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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

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

The Many Ways to Measure Inflation

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

 

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Estimating the Cost of College

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Inflation & Your Money

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

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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