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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

How Boomers and Millennials Differ

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Introducing the 530A Accounts

An article explaining 530A Accounts.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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Taxable vs. Tax-Deferred Savings

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

Inflation & Retirement

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

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Comparing Investments

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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