Broker Check

8816 Six Forks Road, Suite 301, Raleigh, NC 27615

919-272-3930
jamendola@capfs.com

John Amendola
Financial Advisor, CPA

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Retirement Planning Designed Around Your Life

Whether you are preparing for retirement or already retired, we help create personalized strategies focused on income, taxes, investments, and preserving wealth for the future.

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What Does Your Retirement Look Like?

John Amendola understands that retirement is one of the biggest financial transitions in life. He works closely with individuals and families to create personalized retirement strategies focused on generating income, reducing taxes, managing investments, and helping clients feel confident about their financial future.

With more than 20 years of experience, John takes the time to understand each client’s goals, concerns, and long term vision before building a plan tailored to their needs.

Retirement Planning Designed Around You

  • Helping You Prepare for Retirement
  • Creating Personalized Income Strategies
  • Managing Investments for Long Term Goals
  • Navigating Retirement Transitions
  • Planning for Taxes and Healthcare Costs
  • Building Financial Confidence

John focuses on business development, client relationship management, investment advisory, and financial planning with an emphasis on tax reduction,  in the Raleigh area. His breadth of expertise comes from over 20 years of financial industry experience working with successful individuals, entrepreneurs and companies throughout North Carolina.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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It's Never Too Late To Start. Reach Out Today!

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