Take a moment to review these recent testimonials and discover what we are all about.
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.