4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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In our latest staff spotlight, we caught up with Joseph A. Frederick, AIF®, our Retirement Plan Advisor. What did we learn? We found out where Joe loves to travel (both close by and abroad), and how proud he is of his large family. Read on for more!
My trip to Paris was my favorite. Being at the top of the Eiffel Tower and taking an evening boat ride on the river Seine was a wonderful experience but visiting the Louvre and being in the presence of the Mona Lisa, Venice de Milo and the Great Sphinx of Tanis is an experience I will never forget.
This one is easy, it is my children Erika, Joey, and Ava. I am truly blessed with children who are loving, kind and smart. Also proud to be Pop Pop to six awesome grandchildren.
Any visit to Long Beach Island makes for my perfect day. Once I am on the causeway and see the bay and island, I feel an overwhelming sense of calmness. My perfect day begins with seeing the sunrise at Barnegat Lighthouse, and it ends with eating dinner on the rooftop at Tucker’s restaurant watching the sunset over the bay.
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.