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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.