American Planning Group, Inc.

Financial Planning and Investment Advisory Services

Welcome to American Planning Group

American Planning Group is an independent financial planning and investment management company created to serve individuals and small businesses. The firm is registered with the Securities Exchange Commission as an investment advisor.
 
For over 20 years, Robert Runde and Michael Parry have been providing personalized financial planning and investment advice to clients. As the partners and co-founders of American Planning Group, Bob and Mike work with individuals and small businesses to provide advice on investment portfolios, retirement decisions, estate planning and tax strategies.  We are dedicated to helping our clients make smart money decisions to work through their financial problems.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information about our firm, please email us or call us at (203) 323-6666. We look forward to hearing from you.
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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