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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

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

 

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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