Welcome to the Cambridge Planning Group (CPG). In the face of today's global and unpredictable economy, we understand the need for clarity about financial planning solutions. Our advisors specialize in collaborative planning and education to help you make informed decisions. This ensures that the most accurate and complete plan is prepared and implemented for you.
Getting started with any firm requires a certain amount of trust and the courtesy of an introductory conversation. The items below should help make the first steps feel like small ones instead of giant leaps.
Contact us today to schedule an introduction.
CAREGIVERS:
Whether or not you are a client of CPG, please join us for our complimentary TEA & TRANQUILITY sessions. Click on the upcoming events link above for additional details.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.