Discover a Proactive Financial Partner That Works For You...Discover The Center For Financial Strategies.
As the greater Philadelphia region’s premier tax planning and financial services team, Grover Stults and Pam Caprio draw on decades of specialized expertise, combining their strengths in “life management” to find unique solutions tailored to your custom needs – today and years down the road.
Whether you require a detailed analysis of your tax situation, are looking for financial growth in a slow economy, or simply want the most reliable life insurance policy to protect your family, we have the proven expertise to drive you toward financial freedom.
There are no surprises here. Working in the Delaware Valley and licensed in Pennsylvania and New Jersey, we have seen all sorts of financial and tax-related challenges and have developed consistent, cost-effective strategies that allow you to dream often…and dream big.
It’s time you had an advisor that ONLY has your best interest in mind!
Taxes Don’t Have To Be Taxing Anymore
We believe there is no standard tax situation. We dissect every aspect of our client’s income and expenditure habits and uncover ways to design the return to achieve the lowest tax liability or the highest gain... (read more)
Seek the Right Solutions for Life
We will provide you with Life Insurance advise, offering strength, stability, and safety for all of your insurance related needs at the most competitive rates in the industry... (read more)
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Building Your Legacy
A four-step framework for building a personal legacy.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When you’re married and have children, insurance needs will be different.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Earnings season can move markets. What is it and why is it important?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.