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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Couples may be able to head off many of the problems in a marriage that money can cause.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.