Welcome to The Capital Legacy, LLC, a full-service company specializing in retirement planning and estate conservation.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend strategies that address your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Susan Allen CFP® an Independent Financial Advisor located in Newtown, PA 18940 providing financial planning and advise for over 30 years.
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at (215)860-8400 or e-mail us at susan@CapitalLegacyPA.com. We will be happy to help. We look forward to talking with you.
Click here to see Susan featured in Suburban Life’s January issue