Capstone Planning

Capstone Planning Capstone Planning is a family-run firm specializing in comprehensive retirement services. We offer income, tax, investment, healthcare, and legacy planning.

Rooted in service, we ensure a secure, fulfilling retirement.

šŸ† Weā€™re incredibly honored to announce that Capstone Planning has been recognized as the 2026 BusinessRate Award Winner ...
06/02/2026

šŸ† Weā€™re incredibly honored to announce that Capstone Planning has been recognized as the 2026 BusinessRate Award Winner and ranked the #1 Financial Planner in Palm Coast!

This recognition is based on real client experiences, Google Reviews, and customer satisfaction, which makes it especially meaningful to our family and team.

For years, our mission has been simple:
Help families retire with confidence, protect what matters most, and truly Make Life Happen.

Thank you to our amazing clients and community for your trust, support, referrals, and kind words. We are grateful every single day for the opportunity to serve Palm Coast and the surrounding communities.

We couldnā€™t have achieved this without you. ā¤ļø

05/13/2026

We broke down markets into a 5-minute read

05/06/2026

Here's what savvy investors should know

Thank you to everyone who came out Friday for Capstone Planningā€™s Annual Shred Event!We had another great turnout, shred...
05/06/2026

Thank you to everyone who came out Friday for Capstone Planningā€™s Annual Shred Event!

We had another great turnout, shredded a tremendous amount of paper, and helped a lot of people safely clear out old clutter and sensitive documents from their homes. ā˜€ļøšŸ“„

A very special thank you also goes out to everyone who donated to the food drive benefiting Grace Community Food Pantry. They were incredibly thankful for the support, and this year the donations feel more important than ever as many families continue to feel the impact of rising food costs. Your generosity will truly make a difference in our local community.

We always enjoy seeing so many familiar faces at this event, and we appreciate everyone who took the time to come out, donate, and spend part of their Friday with us.

Thank you for continuing to help us Make Life Happen! ā¤ļø

04/29/2026

Here's what you need to know

04/22/2026

Here's what savvy investors took away from Q1

Address

18 Market Avenue
Palm Coast, FL
32164

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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