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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
Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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