You live a busy life and worrying about important financial decisions can be exhausting.
We're here to help.
You'll be invited to our office for a free one-hour consultation and have the ability to get to know our group. We'll answer your questions, prioritize your needs and help evaluate your financial well-being. Your Financial Consultant will provide a courtesy review of any investment accounts you have at other institutions.
Will you have enough money to last throughout retirement? Are you allocated appropriately for your goals? How can you generate investment income to meet your desired lifestyle? Will your loved ones be financially stable if something happened to you?
Once you decide 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.
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
Conveniently located at Cornerstone Bank