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Center For Financial Strategies

21 Hillside Lane
New Hope, Pennsylvania 18938-1702

(215) 862-0400
[email protected]

Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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)

Click here to view our brochure.

Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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