Financial Planning

Critical financial challenges call for solutions that are, at once, sophisticated and practical. With a vision to be southern New Jersey’s preeminent and most trusted financial services firm, Capaldi Reynolds & Pelosi, P.A. and CRA Financial Services, L.L.C. together bring unique levels of experience to the full range of personal and business financial planning. We are committed to providing value-added, wealth-enhancing services to our clients in a cost-effective manner that remains consistent with our philosophy that putting our clients’ best interest first is our first priority.

Our main focus is on six areas of expertise:

INVESTMENT PLANNING

Developing and managing your portfolio through asset allocation and securities diversification.

EDUCATION PLANNING

Estimating potential future education costs, exploring alternatives, and developing & implementing sound financial strategies to achieve your goals.

TAX PLANNING

Optimizing tax efficiency with specific, technical knowledge of federal and state tax codes.

ESTATE PLANNING

In collaboration with your legal counsel, we formulate a combination of financial strategies to preserve family wealth and facilitate the continuance of your business.

RETIREMENT PLANNING

Sound financial planning strategies for a worry-free retirement.

INSURANCE PLANNING

Comprehensive protection from severe financial loss for you and your family.