The Capstone Planning Group

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

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o 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

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.

08/13/2026

If you're an educator, consider paying attention to particular financial issues that may affect you.

08/11/2026

The latest issue of Market Week is available.

08/06/2026

Gasoline prices have risen sharply in 2026 due to the conflict in Iran, driving inflation to levels last seen in 2022. Consumers are cutting back on services like dining and travel, but continue to spend on retail, supported by higher tax refunds. Persistent inflation could weaken consumer spending....

08/04/2026

Medical professionals may consider seeing a financial professional to ensure their finances receive proper care.

07/30/2026

This brief primer explains the rules of contributing to Roth and traditional IRAs.

07/28/2026

Forget the golf course, older Americans are spending their retirements tinkering with apps and talking to AI

Address

200 Charlton Road, Suite B
Sturbridge, MA
01566

Opening Hours

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

Telephone

+15087640046

Website

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