Capital Growth Planning, Inc., established in 1969, is a Fully Diversified Investment and Financial Services Corporation specializing in comprehensive Financial, Investment, Tax, Business, and Estate Planning. We assist individuals and businesses in maximizing investment returns while minimizing taxation and risk. Capital Growth Planning, Inc., through our affiliated FINRA Broker/Dealer, Capital Growth Resources, provides a full spectrum of Financial Services, Tax Reduction Strategies, Investment Banking, and "Secured" Investments to a national clientele. Capital Growth Planning, Inc., together with its other subsidiaries, is committed to servicing the financial planning needs of its individual, business, and institutional clients.

 

 

 

 Capital Growth Planning

 

 

  
405 East Lexington Avenue 4695 MacArthur Court
Suite 201 11th Floor
El Cajon, CA  92020 Newport Beach, CA  92660
619-440-7023 949-474-0670
800-440-1023 866-203-7032
FAX: 619-579-6378 FAX: 949-474-0986

 answers@cgpfinancial.com * www.cgpfinancial.com

   

Securities Through Capital Growth Resources
FINRA Member Firm\SIPC

 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

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