top of page
Smiling female graduate in cap and gown with classmates

The difference between a dream and a goal, is having a Plan!

Smiling bride and groom celebrated with confetti at a wedding

​The difference between a dream and a goal, is having a Plan!

Happy couple holding keys in their new home with boxes

The difference between a dream and a goal, is having a Plan!

Mother holding a sleeping newborn baby on her shoulder.

​The difference between a dream and a goal, is having a Plan!

Senior couple holding hands while walking on a beach.

The difference between a dream and a goal, is having a Plan!

Ask a Question

Open and honest communication drives us...

Please Click Here

How We Can Help

Every person has a different set of needs...

Please Click Here

Meet Richard

Learning about your Advisor is important...

Please Click Here

Welcome to Capital Configuration, LLC

Capital Configuration, LLC takes a holistic approach to personal financial planning and looks at a client's financial health from all angles.  Our specialty is in estate and trust planning and tax preparation.  We also provide planning solutions for individual income taxes, retirement, investment, insurance and future college expenses.

The difference between a dream and a goal, is having a Plan!
 

For any questions please call us at (412) 532-8111 x103
 

Click Here to Send Us a Message

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck