• Home
  • Private Client
  • Capstone EDGE
  • About
  • Education
  • Events
  • News you can use
  • Videos
    • Timing Risk
    • Molly and Sandra
    • Income Disease
    • What's my Income?
    • Protect your Identity
    • Thinking of retirement?
  • Account Login
  • Contact
  • Financial Professionals
  • What's your risk score?
  • More
    • Home
    • Private Client
    • Capstone EDGE
    • About
    • Education
    • Events
    • News you can use
    • Videos
      • Timing Risk
      • Molly and Sandra
      • Income Disease
      • What's my Income?
      • Protect your Identity
      • Thinking of retirement?
    • Account Login
    • Contact
    • Financial Professionals
    • What's your risk score?
  • Sign In

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Private Client
  • Capstone EDGE
  • About
  • Education
  • Events
  • News you can use
  • Videos
    • Timing Risk
    • Molly and Sandra
    • Income Disease
    • What's my Income?
    • Protect your Identity
    • Thinking of retirement?
  • Account Login
  • Contact
  • Financial Professionals
  • What's your risk score?

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

private client Services

Our Process:

Initial consultation

Initial consultation

Initial consultation

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.  

RECEIVE YOUR PLAN

Initial consultation

Initial consultation

Our comprehensive financial plans analyze key issues including: 

  • Portfolio risks and asset allocation
  • Retirement income strategies
  • Social Security
  • Taxes
  • Estate Planning 
  • Insurance
  • And more

ON BOARDING stage

Initial consultation

ON BOARDING stage

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. 

service, education & events

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.

Schedule a 15 minute call to learn more:

 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. 

  • Home
  • Private Client
  • Capstone EDGE
  • About
  • Education
  • Events
  • Contact
  • What's your risk score?

Conveniently located at Cornerstone Bank

Request a call

Request an introductory call with one of our team members.

Schedule now