Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

The Capstone Family

Here’s our story. We look forward to hearing yours.

Our goal at Capstone Planning is to be your 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 helping people manage risk 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.

Timothy Wiltfong

Timothy Wiltfong is the president and founder of Capstone Planning. Since starting the firm in 1997, Tim has been focused on helping clients with asset protection and annuities. He holds insurance licenses in Missouri and Florida.

Tim is lucky enough to work with his wife and two sons, who each have a role in the family business. When time allows, Tim enjoys bike riding and playing the piano and organ.

Keith Wiltfong, CFP®

Keith Wiltfong is a Certified Financial Planner with almost a decade of experience in the financial services industry. Specializing in wealth accumulation, Keith holds a Series 65 license as well as insurance licenses in Florida and Pennsylvania. He also earned a Master of Business Administration and Master of Science in information technology from the Florida Institute of Technology.

Keith and his wife, Deirdre, have two sons, Landon and Lucas, and a baby girl, Lila. In his spare time, he enjoys golf, biking and CrossFit.

Kris Wiltfong

Kris Wiltfong is a risk specialist who assists clients with asset protection, mortgages, and home and auto insurance. He entered the industry in 2013 and holds property and casualty insurance licenses in Florida and Pennsylvania. He is also a licensed mortgage loan originator.

Kris and his wife, Megan, have two daughters, Avery and Ashlyn. He enjoys staying active with biking, golfing and CrossFit in his spare time.

Connie Wiltfong

Connie Wiltfong is a tax professional with over 13 years of experience in the financial industry. She holds insurance licenses in Illinois and Florida.

In her leisure time, Connie enjoys reading and bike riding. With over 30 years of critical care nurse experience, she continues helping people on a part-time basis at the Mayo Clinic in Jacksonville.

 

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.

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

Privacy Policy | Terms of Use

*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.