Capstone Planning

Click to call.

Are you on track for retirement?

The question isn’t at what age to retire, it’s at what income.

Building Your Financial Pyramid
6 Critical Social Security Facts
  • Download the "6 Critical Social Security Facts"!

  • This field is for validation purposes and should be left unchanged.
Welcome Video
Sign Up For Our Newsletter
  • Sign Up for Our weekly Economic Newsletter

  • This field is for validation purposes and should be left unchanged.

epf9grBa
Our goal at Capstone Planning is to be your most trusted financial planner through our professional education, knowledge, integrity, and personalized services. We were founded on traditional values, such as hard work, loyalty, uncompromising quality, personal service, and honesty. However, what truly makes us distinct is our focus on risk management. We have been experts at managing risk ever since our inception back in 1997. These are the very reasons many of our clients have been with us for many years and continue to trust us with their financial planning needs.

WHAT WE DO

Money represents more than the paper it’s printed on. It is the embodiment of your time, your talents and your commitments. It buys the food you eat, the house you sleep in and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.

We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more. Scroll down to register for one of our social security seminars today!

ARE YOU RETIREMENT EDUCATED?

Learn more about your retirement options

SCHEDULE YOUR COMPLIMENTARY ANALYSIS NOW

retirement_thumb

RETIREMENT PLANNING

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

social_security_thumb

SOCIAL SECURITY

Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although many Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.

taxes_thumb

TAX PLANNING

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large impact on the amount of wealth you will be able to transfer to your legacy. We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products to help certify you and your heirs are maximizing wealth for generations to come.

2Q==

Medicare

When it comes to planning your retirement, there is no shortage of components to consider. Making an income plan, deciding when and how to file for Social Security, and minimizing the impact taxes may have on your retirement assets are just a few of the issues you will need to address. Crafting a retirement plan that is capable of supporting your lifestyle and rewarding the years you spent in the workforce is no easy task. In fact, it may be a financial challenge unlike any you’ve ever faced before.

9adadk=

GENERATIONAL VAULT

The Generational Vault is your personal financial website and represents the future of communication between advisors and clients. Here you can see your complete financial picture from one location including daily account value updates. The Generational Vault also serves as your virtual safe-deposit box created to organize and protect your most important personal documents.

123Z

WEALTH MANAGEMENT

As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan because a significant reduction to your portfolio could potentially derail your retirement plans.

Client Logins

INCOME PLANNING

RULE OF 100

FINANCIAL PLANNING

GENERATIONAL VAULT

COLOR OF MONEY

SOCIAL SECURITY

LOGIN TO YOUR GENERATIONAL VAULT

With the Generational Vault, you never have to worry about forgetting where you put trusts, wills, powers of attorney, insurance policies, investments, medical directives, tax returns, and other personal or family mementos because they are all kept in one place.

WATCH OUR VIDEO
LOGIN NOW

Money represents more than the paper it is printed on. It may be the embodiment of your time, your talents, and your commitments. It buys the food you eat, the house you sleep in, the car you drive, and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.

Our retirement manual can:

Take the unknown out of retirement planning,
Provide a firm understanding of a solid retirement strategy,
Teach you how to bridge the income gap caused by retirement,
and much, much more!

WATCH OUR VIDEO
PURCHASE NOW

SCHEDULE YOUR COMPLIMENTARY ANALYSIS NOW
  • This field is for validation purposes and should be left unchanged.
or call us: (386) 202-4498

Register For an Upcoming Seminar

SOCIAL SECURITY / MEDICARE MAXIMIZATION SEMINAR

September 27, 2016 6:00 PM
Olive Garden
5249 FL-100 | Palm Coast, FL 32164


SOCIAL SECURITY / MEDICARE MAXIMIZATION SEMINAR

September 29, 2016 6:00 PM
Olive Garden
5249 FL-100 | Palm Coast, FL 32164


SOCIAL SECURITY / MEDICARE MAXIMIZATION SEMINAR

October 4, 2016 6:00 PM
Olive Garden
5249 FL-100 | Palm Coast, FL 32164


SOCIAL SECURITY / MEDICARE MAXIMIZATION SEMINAR

October 6, 2016 6:00 PM
Olive Garden
5249 FL-100 | Palm Coast, FL 32164

 

  • This field is for validation purposes and should be left unchanged.
or call us: (386) 202-4498

Founder-President

Tax Professional

Certified Financial Planner™

Risk Specialist

Capstone Planning

31 Lupi Ct Ste 120
Palm Coast, FL 32137

P: 386-361-5588

info@capstoneplanning.com

Footer

©2016 Marketing 360® - Do not copy. All rights reserved.

Capstone Planning | All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Capstone Planning and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance products and services are offered through Capstone Planning. Capstone Planning is not affiliated with or endorsed by the Social Security Administration or any government agency.
uxicached