Scott C Planer - Financial Advisor - Capstone Financial Group

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.

Do you know the difference between a credit lock and a credit freeze?
06/22/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
06/19/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Do you need umbrella insurance? Find out more.
06/17/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/16/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Learn how to maximize your Qualified Charitable Distributions!
06/15/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
06/12/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
06/10/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
06/08/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
06/05/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Just entering retirement? Here's what you need to know.
06/03/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Address

620 Coolidge Drive Suite 165
Folsom, CA
95630

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