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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!

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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!

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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
 

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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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