Scott C Planer - Financial Advisor - Capstone Financial Group

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Scott C Planer - Financial Advisor - Capstone Financial Group Providing retirement planning, life insurance, and wealth management solutions using tax efficient s Read it carefully
before you invest or send money.

Scott C Planer offers products and services using the following business names: Capstone Financial Group - insurance and financial services |
Ameritas Investment Company, LLC (AIC), Member FINRA (www.finra.org)/SIPC(www.sipc.org) - securities and investments | Ameritas Advisory
Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Capstone Financial Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction,
nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. A representative will contact you to provide requested information. Representatives of AIC and AAS do not
provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their
information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Considering a vacation home? 5 questions to determine if you’re ready.
10/16/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Does your insurance cover you if you get into an accident with an uninsured driver?
10/14/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
10/12/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
10/09/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
10/07/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/05/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
10/02/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/30/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

09/28/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

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620 Coolidge Drive Suite 165
Folsom, CA
95630

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