At Capital Planning Wealth Management, one of our core values is Family. As a family-owned firm, we understand what it means to care for one another, and we apply that same philosophy to how we care for our clients.
As part of this commitment, we like to bring our clients and their families together from time to time. On a perfect June evening, the Capital Planning team were pleased to host some of our valued clients and their families at the Lehigh Valley Iron Pigs v Norfolk Tides baseball game, at Coca-Cola Park.
The weather was fantastic, and everyone enjoyed a picnic buffet of hamburgers, fried chicken, pasta, baked beans, chips and cookies – as well as some entertaining baseball!
The Norfolk Tides won 10-7 in the end, but the night finished with a colorful fireworks display and everyone went home happy.
If you’re looking to work with a financial advisor who places a high value on the importance of family, you can get in touch with us on (610) 871-3500, emailing email@example.com, or dropping into our offices at 4505 Saucon Creek Road, Suite 100, Center Valley, PA, 18034.
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.