We had a great timing sitting down and leaerning a few interesting things about our Director of Operations, Lee Berger, CFP®.
What did we learn? Though he came up just “short” of making it to the NBA, Lee certainly has a “need for speed”. Read on for more!
A Formula 1 driver or MotoGP rider. I love going fast, racing against good competition, and really enjoy several forms of motorsport – especially F1 and MotoGP (Motorcycle road racing).
For a while, I was really hoping to make it to the NBA. Due to a combination of not practicing and not growing enough, it didn’t quite end up happening. I did end up making it to the Hall of Fame last year though! (I made it there as a visitor with my wife, but at least I still got out on the court!)
I do enjoy rollercoasters! So much so, that on one occasion I managed to ride Steel Force a total of 25 times in “one day” with one of my friends back in High School.
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.