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.
CLICK HERE to learn more.
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
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What can be learned from the savings rate?
Knowing your options when a CD matures can help you make a sound investment decision.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
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.
What are your options for investing in emerging markets?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.