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clients we serve
The Capstone Planning Group has a strong local presence in Massachusetts including Sturbridge, Charlton, Southbridge, Spencer, Leicester, Webster, Rutland, Holden, Shrewsbury, Worcester, and more. We also serve clients in a variety of states across the nation. Our clients include individuals, families, businesses, and non-profits.
Areas of focus
Comprehensive Financial Plans, Stocks, Bonds, Mutual funds, ETFs, CD's, Retirement Income Plans, Tax Saving Strategies, Estate Planning, Trusts, Business Succession Plans, 401(k)s, 403(b)s, Traditional IRAs, Roth IRAs, Rollovers, Pensions, Securities Based Lending, Social Security analysis, Life Insurance and Annuities.
Behind the scenes, we are supported by LPL Financial which is consistently ranked the industry's largest independent broker dealer. Because we do not offer proprietary investment products, we are able to seek objective recommendations based on each client's specific needs. Our mission is simple: to put our clients best interests first and earn your trust.
