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














Click here to see Susan featured in The Suit's July issue