4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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Forty-four percent of American women are the primary breadwinner in their house. Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.
Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance. Click here to keep reading this article.
At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions.
Click here to learn more about our Investment Planning Services.
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.