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Investing begins with questions. And thankfully, answers.

 

 

 

WILL I RUN OUT
OF MONEY?


 

Due to increasing life expectancies, many people fear the risk of outliving their savings. Have you saved enough or do you need to continue to work longer to be sure that you don't run out of money? Our team will help you answer these questions by implementing the Retirement Wave Strategy℠ personalized to your goals.
 

 

 

DO I HAVE
A PLAN?


 

Developing and implementing a financial plan to reach your goals takes time and effort, but you don’t have to do it alone. Studies have shown that few things are as important to your financial future as developing an objective and comprehensive plan. Our Team will implement the Retirement Wave Strategy℠ to help you pursue your financial goals.
 

 

 

WHAT CAN GO WRONG
ALONG THE WAY?


 

What happens to Social Security, pensions and other sources of income that could be lost when a spouse passes away? What happens to my investments with high inflation or a stock market crash? Am I prepared if I need long term healthcare? Our team will help you plan for the expected and prepare for the unexpected with the Retirement Wave Strategy℠.

 

 

IS THERE A
BETTER WAY?


 

Have you examined all of your options? Are you confident in all of your choices? At Capital Planning Wealth Management, your team of advisors will walk you through the Retirement Wave Strategy℠ to examine various scenarios and help you determine the most effective way to pursue your goals.

 

At Capital Planning Wealth Management, we know that some of the most important questions you’ll ever ask yourself are the ones about your financial future: “Will I run out of money during my retirement? Do I have a plan? And is there a better way?”

We can help you answer these questions. Better yet, we can use the answers as a springboard for working with you to: 

•    Set financial goals that reflect your aspirations, yet are grounded in reality
•    Chart an investment strategy that’s based on thorough planning
•    Pursue the prosperity and security you’ve always envisioned

At every stage of the process, you’ll know you’re receiving advice from an independent firm that’s not beholden to anyone. You’ll get an unbiased perspective that’s always designed to benefit the most important person in the investment equation: YOU.


Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CT, DE, FL, GA, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

 


 Quick Contact

4505 Saucon Creek Road, Suite 100
Center Valley, PA 18034
Call: 610-871-3500
Email: ContactUs@capital-planing.com

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