Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
You'll be invited to our office for a free one-hour consultation and have the ability to meet our team. We'll address your questions, gather information, and identify your key financial goals. After your meeting is complete, we can create a written financial plan summarizing our observations and potential recommendations.
Our comprehensive financial plans analyze key issues including:
Should you choose to implement the recommendations discussed with your Financial Consultant, you will then move to the onboarding stage. Your dedicated Service Member will seamlessly transition any existing investment accounts.
Your Financial Consultant and Service Member will establish an ongoing personal relationship with you. You will receive a comprehensive financial plan and meet periodically to stay on track. If you desire, we can partner with your Lenders, CPA's, and Attorneys as needed. As a Private Client, you may also receive periodic invitations to events hosted by The Capstone Planning Group.
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
Check the background of your financial professionals on FINRA's BrokerCheck.
Conveniently located at Cornerstone Bank