The Path to Clarity
At Capital Planning Systems, Inc., we understand the information overload that individuals face as they attempt to put their financial lives on the proper economic path. We can help bring clarity to the process by mapping out a proven course to accomplish individual hopes and desires. Whether you are investing to build wealth, protect your family or preserve your assets, our personalized service focuses on your needs, wants and long-term goals. Our team of professionals has years of experience in creating road maps for success. We can help you address your needs of today and for many years to come. We look forward to helping you bring clarity to your chosen path.
What Does The CFP® Certification Mark Mean?
Gene Griffin is a CFP™. Why is this important? The CFP™ certification mark identifies an individual who has met the education, examination, experience and ethics rules established by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (CFP™ Board). Anyone can call himself or herself a “financial planner”. But only those who have fulfilled the certification and re-licensing requirements of the CFP™ Board can use its certification mark.
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Strength & Guidance
"In a world of conflict and trouble there will be the giants among men. There will be the peacemakers. There will be those who can calm troubled waters. There will be those whose life's pattern will be as a beacon on a hill, as a lighthouse in a storm. There will be those who others will look to for strength and guidance."
- H. Burke Peterson
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential capital gains taxes due on your transactions.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: right now.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?