Products & Services
At Capstone Financial Planning, we provide assistance in the following areas:
Financial Planning
- Retirement Planning
- College Funding Strategies
- Investment Planning
- Divorce Transition Strategies
- Federal Employee Benefits Planning
- Employee Benefits Review
- Financial Checkups, Reviews, and Second Opinions
Retirement Planning
- Roth IRA
- Traditional IRA
- SEP IRA
- 401(k) Planning
- 403(b) Planning
- Retirement Funding Strategies
- Retirement Income Planning
- Thrift Savings Plan (TSP) Planning
- Rollovers
Investment Planning
- 529 College Savings Plan
- Mutual Funds
- Stock Funds
- Bond Funds
- Money Market Funds
- Annuities (Fixed, Immediate, and Variable)
- Portfolio Analysis and Design
- Asset Allocation/Diversification Strategies
- Risk Management
Insurance
- Asset Protection
- Wealth Transfer
- Life Insurance Analysis
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Life Insurance
Cash Management
- Cash Flow Analysis
- Budget Planning
- Debt Management
- Emergency Fund Planning