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Capital Planning Wealth Management offers you a full, broad-based spectrum of wealth management services. Yet we also have individual advisors on staff whose training, experience and intelligence have made them leading specialists in their respective fields.

Here are a few of the areas of specialization in which they (and we) excel:

  • Holistic Wealth Management
  • Social Security Planning
  • Divorce Planning
  • Medicare Planning
At Capital Planning Wealth Management, we take a holistic view of your wealth, and tailor our services around what is important to you. This includes retirement income planning, as well as the following services, several of which are tied to important life events:
  • Investment Management
  • Insurance and Risk Management
  • Long Term Care Planning
  • Estate Planning
  • Tax Planning
  • Efficient Distribution Strategies
  • College Planning

For most Americans, Social Security benefits are the key factor of a successful retirement income plan. The decision of which benefit to collect, and when to start collecting is often the most important and complex decision a family must make in retirement. With over 9,000 collection options for the average couple, Social Security is complicated. We are here to help.

Through our planning process, we analyze your individual situation to identify not only the appropriate Social Security strategy, but more importantly, the “optimal” Social Security strategy for your specific needs. Every situation is different, so each recommendation is tailored to you. 

The decisions you make regarding Social Security will have a lifelong impact on your retirement income, yet only 38%* of financial advisors provide advice on Social Security for recent retirees. With so much at stake, we believe it’s imperative for everyone to inquire about how to proceed. Please feel free to use us as a resource as you are navigating the important decisions of your Social Security plan.  

*Statistic provided from the Nationwide Retirement Institute, “Consume Social Security PR Study.” August, 2017

Thinking about or going through a divorce can be very scary and overwhelming. There are so many uncertainties. However, your financial picture does not have to be one of them! Deborah Peters, a Certified Divorce Financial Analyst (CDFA) professional, will work with you through the financial aspects of divorce, giving you the confidence and knowledge you need when you are negotiating your settlement or looking at support options.

We will partner with you to analyze your financial data, giving you recommendations and doing planning work customized to your situation. Navigating things such as taxes, income and liquidity can become difficult if you do not have sound, professional advice. A CDFA can help you make smart decisions today so that you are prepared for tomorrow.

Please note that this information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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

Learn more about SECOND SATURDAY - Divorce Workshops for Women

Obtaining Medicare coverage is not as simple as filling out a form on a website. There are multiple deadlines and an array of options, so it can be difficult to figure out which options are right for you to save the most money and how to register on time to avoid penalties. Medicare is specific to the individual; that’s why you need expert help in picking suitable options for you and your situation. 

 

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CT, DE, FL, GA, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

 


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4505 Saucon Creek Road, Suite 100
Center Valley, PA 18034
610-871-3500
 

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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