We are an independent financial services firm in Palm Coast and Ormond Beach helping individuals create a long-lasting and fulfilling retirement by using a variety of investment and insurance products to custom suit their needs and objectives.
Since 1997, Capstone Planning has been helping friends and neighbors throughout Northeast Florida meet their financial goals through the use of insurance and investment products. We have developed our business by creating close, personal relationships with our clients and planting roots in our community. When you have financial concerns, we want to be the ones you call to help address them.
To develop an effective strategy for your future, it’s important for your financial professional to see a comprehensive view of your financial picture, including how your retirement assets are integrated and work with one another.