Retirement Planning
With Purpose

Your partners in all things financial
Book a Discovery Meeting

Planning for an unpredictable future can feel overwhelming

Worried you'll run out of money in retirement?

Our experienced team will work to ensure you feel confident about your financial future.

Need guidance putting together a financial plan for your future?

We'll guide you through a transparent and robust planning process and tailor a financial recommendations roadmap for you.

We provide retirement planning with purpose, so you can focus on enjoying life

Book a Discovery Meeting

Retirement Planning

Retirement Planning is difficult, especially if you are trying to go it alone. Our team of specialists is here to help

Our proprietary Retirement Wave StrategyTM   process designed to help you work toward maximizing your retirement distribution.

Retirement
Roadmap

Retirement
Roadmap

Have a plan to work toward not outliving your money.

01

Social Security
Maximization

Social Security
Maximization

Determine the ideal time for you and your spouse to start receiving Social Security.

02

Portfolio Analysis and Recommendations

Portfolio Analysis and Recommendations

Build a solid investment foundation with layers of liquidity, layers of risk, and layers designed for potential returns.

03

Tax
Efficiency

Tax
Efficiency

Seek to minimize your current tax burden and maximize tax-efficient distributions.

04

Estate
Planning

Estate
Planning

Make sure your retirement distribution strategy is tax friendly to your heirs.

08

Protection

Protection

Right-size your life and disability insurance of retirement.

07

Health Care

Health Care

Prepare for the cost of health care during retirement while considering Medicare, long-term care, out-of-pocket costs.

06

Stress-tested
Portfolios

Stress-tested
Portfolios

Stress-test your portfolio based on historical performance to help you work toward meeting your cash-flow needs.

05

Retirement
Roadmap

Retirement
Roadmap

Have a plan to work toward not outliving your money.

01

Social Security
Maximization

Social Security
Maximization

Determine the ideal time for you and your spouse to start receiving Social Security.

02

Tax
Efficiency

Tax
Efficiency

Seek to minimize your current tax burden and maximize tax-efficient distributions.

04

Portfolio Analysis and Recommendations

Portfolio Analysis and Recommendations

Build a solid investment foundation with layers of liquidity, layers of risk, and layers designed for potential returns.

03

Stress-tested
Portfolios

Stress-tested
Portfolios

Stress-test your portfolio based on historical performance to help you work toward meeting your cash-flow needs.

05

Health Care

Health Care

Prepare for the cost of health care during retirement while considering Medicare, long-term care, out-of-pocket costs.

06

Estate
Planning

Estate
Planning

Make sure your retirement distribution strategy is tax friendly to your heirs.

08

Protection

Protection

Right-size your life and disability insurance of retirement.

07

Capital Planning has served clients for 30 years.

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

How it works

You deserve to enjoy life, safe in the knowledge you've made the right financial decisions for your retirement.

01

Discover

Visit our office for an informal discovery meeting, we'll answer any questions and ensure you feel comfortable before you commit to anything.

02

Plan

We'll guide you through your personal retirement recommendations roadmap, and disclose all costs, so you can feel confident you're making an informed decision.

03

Implement

We'll be there to keep you informed and guide you every step of the way, so you can feel confident you've made the right financial decisions and focus on enjoying life.

Book a Discovery Meeting

We Live to Serve

Investment Planning

Investment Planning

Your partners in all things financial

Family Matters

Family Matters

Education Funding   I   Elderly Care   I   Estate Taxes

Retirement Planning

Retirement Planning

Your partners in all things financial

Company 401(k) Plans

Company 401(k) Plans

Participant Education   |   Investment Selection   |   Plan Benchmarking

Insurance Planning

Insurance Planning

Protect your family when it matters most

Tax Planning

Tax Planning

It's not what you earn, it's what you keep

Don't see the service you are looking for?

Contact us today and we'll be happy to guide you.

Contact Us

How are we different?

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you’re going to have enough money to support yourself through retirement.

In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, safe in the knowledge that your financial future is secure.

    Retirement Planning

    Investment Planning

    Tax Planning

    Family Matters

    Insurance Planning

    Client Testimonials

    About Capital Planning

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


    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