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As a family run business, you get a complete team working on your retirement plan.

We tell our clients that it's like having our family take care of their family.

We want to be known for one thing: serving you.

It's not just a statement, it's a way of life around here at Capstone.

We take pride in putting others above ourselves. Seeing the big impact we've made on families we've worked with has only strengthened our desire to show kind of care and support to your family as well.

When you choose us, we'll be there for you every step of the way, working hand in hand to meet your needs both now and in the years to come.

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Our History

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1998

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It all started back in 1998 when our founder, Tim Wiltong, started his journey in the retirement planning world. He was passionate about helping people secure their financial future.

1998

2003

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Fast forward to 2003, and Connie (Tim's wife) joined him in this mission to provide exceptional retirement planning services together.

2003

2010

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Back in 2010, Capstone Planning LLC was officially launched with the goal of providing comprehensive planning services. We've always strived to be more “all-around” in our approach, and in 2013 we took a big step by introducing holistic plans to our retirement services.

2010

2014

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But the journey didn't stop there. In 2014, we started Capstone Investment Management, making us a fully independent firm in all investment-related matters. This move allowed us to provide even more tailored and personalized solutions for our clients.

2014

2019

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Then in 2019, Capstone Mortgage officially became a fully independent company. This means we have the freedom to provide you with even better service and tailored solutions to meet your mortgage needs.

2019

2022

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The journey continued in 2022, when we completed construction on our brand new headquarters in sunny Palm Coast, Florida. Our state-of-the-art facility is designed to enhance our operations and allow us to serve you even more efficiently.

2022

Meet Our Team

timothy wiltfong

Timothy Wiltfong

Founder

Keith Wiltfon, CFP®

Keith Wiltfong, CFP®

Kris Wiltfong

Kris Wiltfong, CEP®

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Connie Wiltfong, ChFC®

Request Keith’s New Book, “Make Life Happen.”

Discover if you're truly ready for retirement.
Request your free copy of Keith’s book.

Coming Soon!

Keith Wiltfong