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)
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
It may help your business be better prepared in the event of the death of a principal or key employee.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Five creative (and inexpensive) ideas for motivating your employees.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Term insurance is the simplest form of life insurance. Here's how it works.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.