top of page

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
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Investing with Market Cap in Mind

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

bottom of page