The Capstone Planning Group

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The Capstone Planning Group The Capstone Planning Group | Located at Cornerstone Bank Insurance products are offered through LPL or its licensed affiliates.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA finra.org/SIPC sipc.org). 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

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Our group has over 49 years of collective experience and is growing. We help a wide range of clients pursue their goals. Our mission is simple: to put clients best interests first. Our specialties include: Comprehensive Financial Planning, Investment advice, Retirement Income Planning, Legacy & Estate Planning, 401(k)s, IRAs, Pensions, Life Insurance Planning

09/22/2026

Women may have unique estate planning concerns.

09/17/2026

Tax reference numbers at a glance.

09/15/2026

A Crummey power is a provision in a trust that permits specified trust beneficiaries to withdraw gifts

09/10/2026

If you're a member of the military, consider the following when planning your financial future.

09/08/2026

The latest issue of Market Week is available.

09/01/2026

A selloff in government bonds has pushed the 10-year Treasury yield close to its 2026 high.

08/27/2026

Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.

08/25/2026

Living trusts enable you to control the distribution of your estate.

08/20/2026

Your retirement plan might allow pre-tax, Roth, and after-tax non-Roth contributions. Which should you choose?

08/18/2026

With nearly 10 million older Americans carrying massive education debt, aging borrowers are being forced to delay retirement or slash their nest eggs.

Address

200 Charlton Road, Suite B
Sturbridge, MA
01566

Opening Hours

Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15087640046

Website

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