strategic partnerships

Are you a financial professional looking to join or affiliate with a growing organization?  The Capstone Planning Group has various opportunities and programs available.

Accountants

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Are you a CPA looking to grow your practice and add client value? Ask us about our Professional Partners Program.  With this program, The Capstone Planning Group can handle your client's investments while you handle their taxes. Contact us to learn more.

Attorneys

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Are you an Attorney looking grow your practice and add client value? Ask us about our Professional Partners Program. With this program, The Capstone Planning Group can handle your client's investments while you handle their legal work. Contact us to learn more.

financial advisors

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Are you a Financial Advisor that would like to receive steady referrals and reduce your overhead costs? Discover the many benefits of The Capstone Planning Group. Contact us to learn more.

succession planning

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If you're a Financial Advisor with a full or semi-retirement in mind --- you need a stable succession plan. The Capstone Planning Group and LPL can provide free business valuations and help with complete or partial sales.  Contact us to learn more.