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.
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.
Roth IRAs can be a wonderful way to save while you are young. They can provide a flexible way for individuals to save, as they can access their contributions tax and penalty free at any time, but can allow all future growth to grow tax free.
At Capital Planning we can help guide you on the tax benefits and stewardship benefits of Roth IRAs.
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.
For individuals facing Federal Estate tax of 40%, gifting strategies can help you preserve your wealth so that it remains with your loved ones. The question many of our clients ask is, can they afford to gift?
At Capital Planning we can help you understand your own long-term outlook and your options today. 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.
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.
One of the greater risks to retirement security is the potential for long term care costs. Capital Planning can help you explore your options for protecting your assets, in the way of estate planning, trust planning, outsourcing the risk to an insurance company, or planning to self-insure within your portfolio.
We can also help you explore your options for care, in the way of Assisted Living, Home Care, Nursing homes and CCRC facilities.
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.
Do your heirs have disability benefits that may be at risk should they inherit assets? If so, proper estate planning in the way of a Special Needs Trust can provide access to the funds for the “wants” of life, without risking their benefits that provide for their “needs” in life.
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.
Caring for elderly parents can be a stressful time. At Capital Planning, we can help you with the emotional and financial burden of care giving. We can work with you to understand your options as a Power of Attorney, and how best to serve in 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.
When divorce happens, it can be a difficult and unpredictable time and planning for the future can feel overwhelming.
At Capital Planning, we understand how tough this can be and our advisors can help you understand your options today, as well as refining your plans for the future. We can provide access to a Certified Divorce Financial Analyst to assist in asset planning at the time of your divorce, so you can focus on enjoying life.
If you would value a confidential conversation with a member of our team, book a discovery meeting today and speak with one of our advisors.