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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

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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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An article about meditation, mindfulness, and financial well-being.

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How Long Will Your Money Last?

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.

Simple 401k

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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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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.

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