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)
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Around the country, attitudes about retirement are shifting.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When to start? Should I continue to work? How can I maximize my benefit?
Ascertaining the value of your business is important for a variety of reasons.
Learn about the risks of not having health insurance in this informative article.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Smart investors take the time to separate emotion from fact.