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)
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Tips on insuring your teen driver.
Here are five facts about Social Security that are important to keep in mind.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how to set up your financial goals for success? This knight does.