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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

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

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

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Long-Term-Care Needs

Long-Term-Care Needs

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

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Lifetime of Earnings

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

IRA Income

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Debt vs. Investment

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

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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