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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!

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Meet Richard

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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

Life Insurance for Two

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

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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