Penn First Mortgage

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At BD Financial Services, Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

The wealth planners of Capital Planning have the collective experience and knowledge which we believe is necessary to be recognized as a top wealth management firm. We believe we have achieved this level of success due to our commitment to one on one relationships teamed with independent advice.Capital Plannings clients believe that by coordinating and managing todays financial decisions, they can achieve the goals that are important to them. They are retirees, business owners, and professionals who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually do not have the time or desire to manage their financial affairs, they want to simplify their financial lives, and they are willing to commit to a long-term relationship with our advisors that is mutually beneficial.

Choosing a financial advisor may be one of the most important decisions you make for yourself and your loved ones. You will want to select a credentialed expert who adheres to the highest ethical and professional standards in the industry. VanGieson is a CERTIFIED FINANCIAL PLANNER professional with extensive training in financial management, retirement planning, estate planning, insurance, investments, taxes and employee benefits. Besides meeting rigorous education and experience requirements, VanGieson is bound to the fiduciary standard of care, acting solely in the client's best interest. Since 1979, VanGieson has helped clients with their financial goals and concerns. Contact VanGieson when you need help with yours.