Financial Planning
with purpose

Your partners in all things financial.
Book a Discovery Meeting

Planning for an unpredictable future can feel overwhelming

Worried you’ll run out of money in retirement?

Our experienced team will work to help you feel confident about your financial future.

Need guidance putting together a financial plan for your future?

We’ll guide you through a transparent and robust planning process and tailor a financial recommendations roadmap for you.

Have you considered what might go wrong along the way?

We’ll help you align your choices and decisions so you can focus on enjoying life.

We provide financial planning with purpose, so you can focus on enjoying life

Book a Discovery Meeting

Capital Planning has served clients for over 25 years.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

How it works

You deserve to enjoy life, safe in the knowledge you’ve made the right financial decisions.

01

Discover

Visit our office for an informal discovery meeting, we'll answer any questions and ensure you feel comfortable before you commit to anything.

02

Plan

We'll guide you through your personal financial recommendations roadmap, and disclose all costs, so you can feel confident you're making an informed decision.

03

Implement

We'll be there to keep you informed and guide you every step of the way, so you can feel confident you've made the right financial decisions and focus on enjoying life.

Book a Discovery Meeting

I am looking for...

Retirement Planning

For clients in, or nearing retirement

We develop a retirement income strategy working to support your lifestyle and protect you from outliving your money.

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Foundational Planning

For clients in their earning years

We help you establish the building blocks upon which your financial future will rest, including insurance protection, estate planning, wealth accumulation and college savings.

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We Live to Serve

Investment Planning

Investment Planning

Your partners in all things financial

Family Matters

Family Matters

Education Funding   I   Elderly Care   I   Estate Taxes

Retirement Planning

Retirement Planning

Your partners in all things financial

Company 401(k) Plans

Company 401(k) Plans

Participant Education   |   Investment Selection   |   Plan Benchmarking

Insurance Planning

Insurance Planning

Protect your family when it matters most

Tax Planning

Tax Planning

It's not what you earn, it's what you keep

Have a question?

Ask us anything about your finances.

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How are we different?

Playlist

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you’re going to have enough money to support yourself through retirement.

In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, safe in the knowledge that your financial future is secure.

    Retirement Planning

    Investment Planning

    Tax Planning

    Family Matters

    Insurance Planning

    Client Testimonials

    About Capital Planning

    Our Team

    Our Costs

    Contact

    Client Login

    Blog

    4505 Saucon Creek Rd,
    Ste. 100,
    Center Valley, PA 18034


    College Planning and 529 Plans

    Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.

    We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.

    Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

    Book a Discovery Meeting