4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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We had a great time sitting down with Wealth Advisor Robert Everitt, CFP® to learn a a bit more about him, including how he spent his early summers on a roof (it’s still his favorite season), and who inspires him. Learn more below!
“My first ever job was working with my dad, who worked part time as a roofer and sider on houses. I was in my early teens when I worked with him. I spent many a summer’s day on a roof, and on the ground as the cleanup crew. It taught me many valuable lessons, one of which was to stay focused. You never wanted to lose focus and step on a nail, or lose your balance on a roof!”
“Without a doubt, it’s the summer time. I love all the activities that are associated with summer, and warm weather. Baseball, golf, sunlight, swimming, longer days, are all things I associate with the summer. One of the motto’s that I like is… “if your not sweating, your not living”. I am a big fan of warm weather and the sun, even if it involves a little sweat!”
“Many people inspire me. One that inspires me in the financial world is Dave Ramsey (He and I have the same birthday). I enjoy that he has the heart of a teacher and breaks down complex financial ideas into easier to understand terms. I try to have that same mentality when I am meeting with clients.”
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.