4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034
Ste. 100,
Center Valley, PA 18034
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Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood.
Bad things happen to the best of us, and sometimes it seems like they come in waves. That’s when an emergency cash fund can come in handy.
One survey found that nearly 25% of Americans have no emergency savings. Another survey found that 40% of Americans said they wouldn’t be able to comfortably handle an unexpected $1,000 expense.
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At Capital Planning, we provide financial 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 Financial 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.