Low cost investing. Low cost financial advice. How do I start investing? How do I open an IRA?

For accounts $5,000+

Capstone EDGE: your ACCESS TO Guided Wealth Portfolios

Access to professionally built ETF portfolios with ongoing management
Start with as little as $5,000*
View a free proposal recommendation*
Add or withdraw money electronically whenever needed
Ability to setup non-retirement or retirement accounts (i.e. IRAs)
Choose between broad-based goals such as investing for retirement or specific goals like buying a home
Automatic portfolio re-balancing and tax-loss harvesting occurs*
Access to annual check-in call with a Capstone EDGE Advisor
Easily view and track your accounts online

The Capstone Planning Group | Located at Cornerstone Bank

Direct Phone: 508-764-0046

200 Charlton Road [Suite B]

Sturbridge, MA 01566

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

Check the background of your financial professionals on FINRA's BrokerCheck.

Conveniently located at Cornerstone Bank

For accounts $5,000+

Capstone EDGE: your ACCESS TO Guided Wealth Portfolios

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