EXPERIENCED

The Capstone Planning Group is a full-service wealth management team, conveniently located at Cornerstone Bank. Our group has over 49 years of collective experience and is growing. We help a wide range of clients pursue their goals. Our mission is simple: to put clients' best interests first.

Our specialties include:

• Comprehensive Financial Planning
• Investment advice on stocks, bonds, mutual funds, ETFs, and more
• Retirement Income Planning
• Legacy & Estate Planning
• 401(k)s and 403(b)s
• Traditional IRAs, Roth IRAs, and Rollover IRAs
• Pension Options
• Social Security and Medicare
• Life Insurance Planning

 INDEPENDENT