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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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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

HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Payment

How much would your monthly lease payment be?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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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