Scott C Planer - Financial Advisor - Capstone Financial Group

Scott C Planer - Financial Advisor - Capstone Financial Group Providing retirement planning, life insurance, and wealth management solutions using tax efficient s Read it carefully
before you invest or send money.

Scott C Planer offers products and services using the following business names: Capstone Financial Group - insurance and financial services |
Ameritas Investment Company, LLC (AIC), Member FINRA (www.finra.org)/SIPC(www.sipc.org) - securities and investments | Ameritas Advisory
Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Capstone Financial Group or any other

entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction,
nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. A representative will contact you to provide requested information. Representatives of AIC and AAS do not
provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their
information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
06/01/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

There are thousands of Exchange Traded Funds available. Should you invest in them?
05/29/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
05/27/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
05/25/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Retirement may change your perception of investment risk.
05/22/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/20/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
05/18/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
05/15/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
05/13/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/11/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Address

620 Coolidge Drive Suite 165
Folsom, CA
95630

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