go back
Phone:  610-871-3500
Email:  jfrederick@capital-planning.com 
Book a Discovery Meeting

Joseph A. Frederick,
AIF®

Retirement Plan Advisor

“In a 401(k) plan, employees are given the responsibility to direct how their retirement plan balance should be invested, yet most lack the basic investment knowledge to make an informed decision. Participant education and engagement is a necessity, and must be delivered in a manner that gives a level of confidence to endure the emotional rollercoaster associated with volatile markets.”

How I can help you:
As a Retirement Plan Advisor, my goal is to offer guidance and support for our client’s fiduciary responsibility. This not only includes offering a well-rounded investment menu to accommodate all levels of investment knowledge, but to measure and implement strategies to encourage employees to make the most of their retirement plan.
What makes me knowledgeable:
I have been in the retirement plan business for over 25 years. From the early days of being in Operations, to leading a group of Client Service Representatives for Merrill Lynch’s small market 401(k) business, I have been involved in all aspects of the business, which helps me to be a more valuable partner with my clients. In addition, I maintain the Accredited Investment Fiduciary (AIF®) credential that demonstrates knowledge and competency in the area of fiduciary responsibility.
Getting to know me:
My wife Kara and I live in Blue Bell. I am blessed with three wonderful children and the grandfather of Sophia, Richard, Gianna, Johnny and Brooklyn. I enjoy playing golf and have a passion for traveling.

Capital Planning has served clients for over 25 years.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

Retirement Planning

Investment Planning

Tax Planning

Family Matters

Insurance Planning

Estate Planning

About Capital Planning

Our Team

Our Costs

Contact

Client Login

Blog

4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034


Estate Planning

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.

Book a Discovery Meeting

College Planning and 529 Plans

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.

Book a Discovery Meeting