Capstone Planning

Capstone Planning Capstone Planning is a family-run firm specializing in comprehensive retirement services. We offer income, tax, investment, healthcare, and legacy planning.

Rooted in service, we ensure a secure, fulfilling retirement.

05/13/2026

We broke down markets into a 5-minute read

05/06/2026

Here's what savvy investors should know

Thank you to everyone who came out Friday for Capstone Planning’s Annual Shred Event!We had another great turnout, shred...
05/06/2026

Thank you to everyone who came out Friday for Capstone Planning’s Annual Shred Event!

We had another great turnout, shredded a tremendous amount of paper, and helped a lot of people safely clear out old clutter and sensitive documents from their homes. ☀️📄

A very special thank you also goes out to everyone who donated to the food drive benefiting Grace Community Food Pantry. They were incredibly thankful for the support, and this year the donations feel more important than ever as many families continue to feel the impact of rising food costs. Your generosity will truly make a difference in our local community.

We always enjoy seeing so many familiar faces at this event, and we appreciate everyone who took the time to come out, donate, and spend part of their Friday with us.

Thank you for continuing to help us Make Life Happen! ❤️

04/29/2026

Here's what you need to know

04/22/2026

Here's what savvy investors took away from Q1

🎆 Happy New Year from Capstone Planning! 🎆A brand new year is here — and with it comes new opportunities to protect what...
01/01/2026

🎆 Happy New Year from Capstone Planning! 🎆

A brand new year is here — and with it comes new opportunities to protect what you’ve built, simplify your finances, and make life happen in retirement.

If 2026 is the year you want to:
• get clarity on your retirement income ✔️
• lower taxes and feel more confident ✔️
• update (or finally create) your estate plan ✔️
• make sure your investments match your goals ✔️
• or simply enjoy life with less stress ✔️

We’re here, ready to help — just like we’ve been for over 25 years, right here in Palm Coast. 🏡✨

If you’ve been thinking about getting your plan organized… this is your sign.
A good retirement doesn’t happen by accident — it happens by planning.

📞 386-202-4498
👉 Make Life Happen in 2026.

Capstone Planning
Retirement. Investments. Taxes. Income Planning.

Merry Christmas from Capstone Planning.Thank you to our clients, friends, and community for trusting us with your financ...
12/25/2025

Merry Christmas from Capstone Planning.
Thank you to our clients, friends, and community for trusting us with your financial planning and retirement goals. We are grateful for every family we get to serve.

Wishing you a Christmas filled with peace, joy, and time with the people who matter most.
We look forward to helping you Make Life Happen in the new year.

🍁 Happy Thanksgiving from Capstone Planning! Today we’re grateful for the families we serve and the trust you place in u...
11/27/2025

🍁 Happy Thanksgiving from Capstone Planning!

Today we’re grateful for the families we serve and the trust you place in us every day.

We hope your holiday is filled with good food, good company, and plenty of moments that remind you what truly matters.

Wishing you and your loved ones a wonderful, safe, and peaceful Thanksgiving. 🦃

– The Capstone Planning Family

🇺🇸 Honoring Our Heroes This Veterans Day 🇺🇸Today, we pause to honor the brave men and women who have served our country....
11/11/2025

🇺🇸 Honoring Our Heroes This Veterans Day 🇺🇸

Today, we pause to honor the brave men and women who have served our country. Your courage, sacrifice, and dedication protect the freedoms we enjoy every day.

From our family to yours, the entire Capstone Planning Team thanks you for your service and commitment.

Happy Veterans Day.

08/21/2025

We broke down markets into a 5-minute read

Address

18 Market Avenue
Palm Coast, FL
32164

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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