CAPSTONE PLANNING, LLC
PALM COAST, FLORIDA

Capstone Planning, LLC is a distinguished independent financial services firm headquartered in Palm Coast, Florida. Established on April 12, 2010, under filing number L10000039532, the company is recognized for its unwavering commitment to performance and trust-driven relationships with clients (Status: Active as per Florida's official records). With Timothy Wiltfong at the helm as President and Founder since inception in 1997, alongside Connie L. Wiltfong both serving as Managers, Capstone Planning has firmly rooted its ethos in traditional values of hard work, loyalty, quality, personal service, and honesty. A key differentiator for the firm is its emphasis on comprehensive risk management, aiding clients in securing their financial futures since its establishment. The family-operated business benefits from the collaborative efforts with Timothy’s wife and their two sons, ensuring a close-knit team dedicated to client success. Specializing in asset protection, annuities, and wealth accumulation, the firm offers both investment advisory and insurance services through its entities Capstone Planning Investments LLC and Capstone Planning, LLC, respectively. With state registrations as a Registered Investment Adviser, they hold licenses across Florida and other states including Missouri and Pennsylvania. Capstone Planning assists individuals in crafting personalized retirement strategies using an array of tailored investment and insurance products to meet specific client goals. They emphasize the importance of taking control over one's financial future with professional guidance grounded in substantial expertise and education. For more information, visit their website at capstoneplanning.com or contact them directly at (386) 202-4498 / (386) 202-4497.