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The Capital Legacy, LLC

780 Newtown-Yardley Road, Suite 310 Newtown Office Park
Newtown, PA 18940

Phone:

(215)860-8400

Fax:

(215)860-5284

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Complete Support For Your Financial Life

Financial success can bring incredible opportunity, but complexity often accompanies wealth, as well. For the individuals and familes we support, balancing ambitious objectives and complicated finances is often a key priority. With Capital Legacy, LLC, you can find the answers and guidance you need – with ongoing support that frees you to spend time enjoying your life.

Financial Planning

Objective:
Build a strategy for pursuing the goals that matter most to you.

  • Comprehensive Financial Planning
  • Cash Flow Modeling
  • Retirement Income Planning
  • Social Security Claiming Strategies

Portfolio Management

Objective:
Select investments that bring your financial plan to life.

  • Custom Portfolio Management
  • Concentrated Position and Diversification
  • Tax Efficient Strategies
  • Tax Loss Harvesting

Long Term Care Insurance

Objective:
Find a policy that meets your needs & budget.

  • Traditional Long Term Care Insurance
  • Hybrid or Asset based policies
  • Short Term or Critical Care Insurance
  • Policy Analysis and Evaluation
  • Advanced Strategies for Wealth Transfer and Estate Planning
  • Long-Term Care Insurance Website

Life Insurance

Objective:
Protect your family and manage financial risk.

  • Multi company comparison
  • Policy Analysis and Evaluation
  • Advanced Strategies for Wealth Transfer and Estate Planning
Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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