4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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Take a moment to review these recent testimonials and discover what we are all about.
Integrity & Professionalism of Their Team
“After 40 years in corporate America, serving in senior financial management positions, I have worked with many financial organizations. I am now retired and have selected Capital Planning Wealth Management to oversee my retirement funds. The integrity, professionalism, and competence of their team members provide my wife and I confidence that our retirement funds are managed in a manner to ensure our current and future security in mind.”
Mike A. | Estero, FL
*This statement is a testimonial by a client of the financial professional as of 4/22/2024.
Outstanding in Helping Me Manage My Finances
“I just wanted to share a few words of thanks to the team at Capital Planning, and specifically to Annie and John who I meet with and who have been outstanding in helping me manage my finances. Over the years I have consulted with other advisors, but it is with the Capital Planning people that I have felt the most comfortable and trusting in how they are helping me. Annie and John are, first of all, just fun to meet with. We laugh, we talk about things, and we talk about what’s happening in my financial picture. I am completely at ease working with them. I meet with them regularly and every visit leaves me feeling we are doing the right things. In addition, everyone in the office is just super nice. Why would anyone who lives in the area not want to work with the people at Capital Planning. Thank you, thank you, thank you EVERYONE at Capital Planning.”
Cathy K. | Souderton, PA
*This statement is a testimonial by a client of the financial professional as of 4/16/2024.
A Great Experience
“My wife and I have been with Capital for many years now and have had a great experience. We always feel like Rob and Annie are on our team. They’ve helped us think through all the financial possibilities of our growing family! Building homes, buying cars, retirement investing, and college planning for our 3 kids are just a few of the things they’ve helped us navigate. I would recommend Capital with no hesitation.”
Mitchell K. | Tampa, FL
*This statement is a testimonial by a client of the financial professional as of 4/1/2024.
A Very Satisfied Client
“I am delighted to share my experiences with Capital Planning Wealth Management. I am a very satisfied client with over 30 years of association with Capital Planning Wealth Management. There is no doubt in my mind that they always provide me with best possible financial services. Through the years, I have been more than willing to recommend family and friends to the firm. I am extremely happy to say that another generation of Major’s are enjoying the professionalism, and friendship, that I have experienced. As I begin my twentieth year of retirement, it is with confidence knowing that my finances remain in such capable hands”
Tony M. | Allentown, PA
*This statement is a testimonial by a client of the financial professional as of 4/1/2024.
Guided Us on the Best Path
“Jonathan, Annie and the Capital Planning team have been like family to us for over 8 years. They have made financial planning for our family easy. The onboarding process was great! Together we set goals and looked at our ENTIRE financial picture.The team guided us on the best path to take to maximize upside and limit taxes and risk. They really are servant leaders and it shows in each and every interaction. If you are turned off by all of the so-called “financial experts” out there and are simply looking for an honest, hardworking team that will get you to your financial goal line, look no further.”
Josh G. | Brodheadsville, PA
*This statement is a testimonial by a client of the financial professional as of 3/16/2024.
Really Love Working With Them
“Capital Planning Wealth Management is a true partner in your financial goals. They go above and beyond in understanding their clients. I appreciate that they have given us a roadmap for the long-term, but are also always available if we want a gut check on some of the smaller things in life that impact our ultimate goals. They’ve helped us navigate so many of life’s moments! We really love working with them and can’t say enough positive things about their team!”
Lisa Z. | Bethlehem, PA
*This statement is a testimonial by a client of the financial professional as of 3/15/2024.
A Customized Strategy That Leaves You Feeling Confident
“Jonathan and Annie are amazing. They are the financial life planners you didn’t know you needed until you realized how helpful they are! One huge aspect that sets them apart from other financial advisors is the devoted relationships they form with their clients. They take the time needed to get to know you and understand your lifestyle/goals to appropriately plan for your future. Having all the right credentials, their team will create a customized strategy that leaves you feeling confident and prepared. We simply cannot say enough wonderful things about Capital Planning. We are so very grateful for their service.”
Lauren G. | Coopersburg, PA
*This statement is a testimonial by a client of the financial professional as of 3/18/2024.
Excellent at Helping Clients
“I have worked with Capital Planning for over 10 years. They are excellent at helping clients to analyze their current financial situation, set goals for spending and retirement and then implementing plans to reach those goals. When Heather and I sat down with them we were impressed at the time and attention that the Capital team took to detail our current financial picture. At the next meeting they gauged our goals and mapped out a strategy to reach those goals. The plan was specific and comprehensive. I would highly recommend Capital Planning for anyone who is mapping out their retirement goals or who is retired and working through a plan to ensure that their funds last for their lifetime.”
Richard S. | Allentown, PA
*This statement is a testimonial by a client of the financial professional as of 2/16/2024.
Wonderful Experience
“I have had a wonderful experience working with Annie and John over the past several years. They are such a trusted advisor to me and the relationship goes beyond where do we plan to invest my savings. They listen well, provide great feedback, and respond quickly to all of my questions. It really feels like we are planning for the future as a team.”
Caitlin D. | Chesterfield, NJ
*This statement is a testimonial by a client of the financial professional as of 2/5/2024.
Goes Above and Beyond
“Excellent advice and sincerely engaged in our financial planning. The team at Capital Planning always goes above and beyond- answering our questions, addressing our concerns and providing feedback and guidance with respect and personal interest.”
Karen N. | Allentown, PA
*This statement is a testimonial by a client of the financial professional as of 1/30/2024.
Responded Quickly
“Every question we asked, Kate (Janis) responded quickly.”
Mark & Faith M. | Alburtis, PA
*This statement is a testimonial by a client of the financial professional as of 2/5/2024.
Top Notch Guidance and Professionalism
“My family has been working with Capital Planning Wealth Management for close to 20 years. Recently, as I approach my 65th birthday, I have the good fortune to be introduced to Kate Janis, who is the firm’s Medicare specialist. For any 64-year-old the prospect of considering all the available options is daunting. During the course of a one-hour meeting, Kate not only explained the various options in great detail, but then proceeded to help us sign up for the appropriate plan, apply the discounted options that were available and apply for my Medicare card. As usual, Capital Planning provides top notch guidance and professionalism.”
Jeffrey B. | Emmaus, PA
*This statement is a testimonial by a client of the financial professional as of 2/1/2024.
Far Exceeded Our Expectations
“Our experience with the team at Capital Planning has been outstanding and far exceeded our expectations. They are smart, personable and provide excellent financial strategies to meet the goals for your future. Even more important, they have become friends that we trust immensely and very grateful for their impact in our lives.”
Billy D. | Macungie, PA
*This statement is a testimonial by a client of the financial professional as of 8/16/2023.
Faith in Their Knowledge and Integrity
“My family have been clients of Capital Planning for about 15 years. Capital Planning was first recommended by extended family members. We found Capital Planning very easy to work with as my husband became ill and was able to turn our investments over to Capital Planning with confidence. Dave & Annie have become my friends, I have faith in their knowledge and integrity, and I am comfortable calling Capital Planning for advice on any personal or business matter.”
Nancy P. | Bethlehem, PA
*This statement is a testimonial by a client of the financial professional as of 6/6/2023.
He Built Trust
“I met Jack Sullivan almost 17 yrs ago when I was contemplating early retirement. My only purpose at the time was to find out if my planning over the last 34 years had been good enough. Well, he made me feel comfortable and got to know me as an individual. We discussed and implemented ways to stabilize and improve my financial holdings.
He built trust and the result has been an almost 20 year relationship with him, Jonathan and the entire team of Capital Planning. My wife and I both feel as if they are family as well as trusted financial advisors.”
Joseph S. | Easton, PA
*This statement is a testimonial by a client of the financial professional as of 8/1/2023.
Always Willing to Listen and Provide Useful Advice
My wife and I have been clients for several years now and we can say that the team here has been invaluable to us when planning for our families future. They are always willing to listen and provide useful advice to us given what our goals and ambitions are.”
Andrew H. | Harleysville, PA
*This statement is a testimonial by a client of the financial professional as of 8/21/2023.
A Blessing in Our Lives
“Capital Planning has been a blessing in our lives. It has given us great comfort to know that we have a team we can trust. Over the years they have seen us through many financial decisions. We continue to proceed toward our future goals with a confidence that we are in good hands. Thank you for all that you do for us.”
Alex & Nevin S. | Macungie, PA
*This statement is a testimonial by a client of the financial professional as of 8/31/2023.
Made the Planning Process Enjoyable
“Years ago, I recognized the that I needed a financial planner to prepare for retirement. My accountant recommended Capital Planning. Since the recommendation came from a very trusted source, I knew I could trust the firm, but I did not realize everything that they could do for me. I couldn’t have retired without the expertise of Capital Planning! They took the stress off me and actually made the planning process enjoyable! I have recommended Capital Planning to many people and all have signed on and I hear so many positive comments about the wonderful staff. When you call or email, you get an immediate response, even when I tell them it’s not urgent!
Recently, I needed some help with family finances due to a death. Without hesitation, Capital Planning had planners working with me within a day. To this day, I don’t worry about my finances. I trust Capital Planning. We laid out a goal and a plan years ago and they keep it on track. They review this with me and answer questions anytime I call. They truly take care of me like family.”
Marcia M. | Southport, NC
*This statement is a testimonial by a client of the financial professional as of 5/25/2023.
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.
*The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.
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.