4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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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.
If your employees are uncertain of where to invest, our advisors can recommend specific investments to be made available as options under your 401(k) Plan.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities and reduce risk for your employees if markets are volatile.
Accommodating the diverse investment knowledge of your workforce is important in structuring an investment menu.
The range of investment options should consider passive and active funds while also offering strategies for the ‘do it myself’ and ‘do it for me’ investor.
The process of adding and replacing funds should be based on quantitative and qualitative criteria to benchmark against investment style peer group.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities.
At Capital Planning, our experts can assist you in selecting investment products in connection with the definition of a “Qualified Default Investment Alternative” (QDIA) under ERISA.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities and reduce risk for your employees if markets are volatile.
If you need assistance with enrolling eligible employees in your 401(k) Plan, our team of experts are on hand to help.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities and reduce risk for your employees if markets are volatile.
Many employees are making saving and investment decisions without a defined purpose. They are investing in stocks and bonds with no knowledge of how they work.
Our experience reveals that employees want to learn and prefer it explained in a manner that will help to eliminate the emotional rollercoaster of the markets and encourages them to become engaged in their own retirement planning.
If you need assistance with educating your employees on your 401(k) plan, on a group or individual basis, our team of professionals can help.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities.
To know if you are paying reasonable fees, you should periodically benchmark against outside service providers. This review should include a comparison of fees, administrative services and availability of low-cost investment options. The purpose is to identify a compelling reason to stay where you are or to convert your plan to a new provider.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities.
If you need assistance in identifying the fees and other costs borne by your company 401(k) plan for investment management, recordkeeping, participant education or participant communication, the 401(k) experts at Capital Planning can help.
Book a discovery meeting today and speak with one of our 401(k) advisors, so you can feel confident you are fulfilling your fiduciary responsibilities and reduce risk for your employees if markets are volatile.
Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.
At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.
Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.
Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.
If you would value advice on any of the above, 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.
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.