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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