Asset Protection

Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.
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Asset Protection

Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees,* can provide a source of supplemental income throughout your retirement.

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

Diversifying your retirement assets among a variety of vehicles — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@capstoneplanning.com or call us at 386.202.4498 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Capstone Planning, we offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax Minimization Strategies

Long Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services are offered through Capstone Planning Investments LLC, a Registered Investment Adviser in the state of Florida. Insurance products and services are offered through Capstone Planning, LLC. Capstone Planning Investments LLC and Capstone Planning, LLC are separate companies.

The retirement kit is provided for informational purposes only. It is not intended to provide legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.