CAPSTONE PLANNING, LLC
PALM COAST, FLORIDA

Capstone Planning, LLC is a respected independent financial services firm based in Palm Coast, Florida. Launched on April 12, 2010, with the registration number L10000039532, it's known for its dedication to performance and earning clients' trust (as confirmed by active status in Florida's records). From day one in 1997, Timothy Wiltfong has led as President and Founder. Together with Connie L. Wiltfong, they manage the firm which prides itself on its traditional values: hard work, loyalty, quality, personal service, and honesty. Central to their offerings is a strong focus on comprehensive risk management to secure clients' financial futures. This family-run business leverages the collective efforts of Timothy’s wife and two sons to create a dedicated team focused on client success. The company specializes in asset protection, annuities, and wealth building, through its investment advisory (Capstone Planning Investments LLC) and insurance services (Capstone Planning, LLC). Licensed as Registered Investment Advisers, they operate across Florida, Missouri, and Pennsylvania. By assisting individuals with personalized retirement strategies using a variety of tailored investment and insurance products, Capstone Planning helps clients take charge of their financial futures. Their approach blends substantial expertise with thorough education to offer professional guidance. For more information, visit their website at capstoneplanning.com or reach out directly by phone at (386) 202-4498 / (386) 202-4497.