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Believe in a better retirement.

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.

Our work has been seen in:

THE CAPSTONE STORY

Download our “9 Investment Pitfalls” whitepaper

Meet the Team

 

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.

We Focus on These Financial Services:

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.

Wealth Accumulation

Asset Protection

Retirement Income Strategies

Tax Minimization Strategies