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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!

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

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing 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