4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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Tanya Sheffer, our Client Relationship Manager, recently sat down with us to share a little bit more about herself.
In our our latest “Staff Spotlight” we found out that Tanya isn’t afraid of the outdoors, is super proud of her girls, and is the office go-to resource for healthy living. Learn more here:
My biggest accomplishment in life is raising my two daughters, Jordyn (27) and Phoebe (21). Being a single parent since my youngest was one, sure had its challenges. Through the highs and lows, and by the grace of God, I have been able to successfully launch them into adulthood.
While I have been in the Financial Services Industry for 20+ years and love serving our clients, I believe everyone in the office would agree on my passion for holistic health and wellness. If I had a “do over,” I would greatly enjoy helping others with their holistic journey. Don’t get me wrong, I have a weakness for a good burger and fries, so it’s not always 100% on track!
Sunny and 70*, of course! – add a backpack of snacks and hydration for a hike. It would be a plus if it included waterfalls, a lake or stream. My daughter’s and I have hiked most recently in Alaska (it was not sunny and 70*), Utah and Arizona. Our goal is to hike as many National Parks as we can.
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.