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    • Home
    • Private Client
    • Capstone EDGE
    • Videos
      • Timing Risk
      • Molly and Sandra
      • Income Disease
      • What's my Income?
      • Protect your Identity
      • Thinking of retirement?
    • Education
    • Events
    • About
    • Login
    • Contact
    • Financial Professionals
  • Home
  • Private Client
  • Capstone EDGE
  • Videos
  • Education
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Financial Advisor Sturbridge MA, Financial Advisor Spencer MA, Financial Advisor Charlton MA

Investor education

Below you will find informative videos, whitepapers, and various resources.  Be sure to follow The Capstone Planning Group on Facebook & LinkedIn for ongoing updates. 

Connect With Us

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Social Security Planning

Are you aware of when you can start taking your benefit, or what you can do to maximize it?  This helpful guide will assist you.

Download PDF

Plan for Financial Wellness

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Three Big Risks in Retirement

Are you prepared for these three big risks in retirement?

Download Brochure

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

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   

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Conveniently located at Cornerstone Bank