CAPSTONE PLANNING, LLC
PALM COAST, FLORIDA

CAPSTONE PLANNING, LLC, PALM COAST

We've built our firm on lifelong relationships rooted in performance and trust. Our goal at Capstone Planning is to be your trusted financial planner through our professional education, knowledge, integrity and personalized services. We were founded on traditional values, such as hard work, loyalty, uncompromising quality, personal service and honesty. However, what truly makes us distinct is our focus on risk management. We have been helping people manage risk since our inception back in 1997. These are the very reasons many of our clients have been with us for many years and continue to trust us with their financial planning needs. Timothy Wiltfong is the president and founder of Capstone Planning. Since starting the firm in 1997, Tim has been focused on helping clients with asset protection and annuities. He holds insurance licenses in Missouri and Florida. Tim is lucky enough to work with his wife and two sons, who each have a role in the family business. When time allows, Tim enjoys bike riding and playing the piano and organ. Keith Wiltfong is a Certified Financial Planner with almost a decade of experience in the financial services industry. Specializing in wealth accumulation, Keith holds a Series 65 license as well as insurance licenses in Florida and Pennsylvania. He also earned a Master of Business Administration and Master of Science in information technology from the Florida Institute of Technology. In her leisure time, Connie enjoys reading and bike riding. With over 30 years of critical care nurse experience, she continues helping people on a part-time basis at the Mayo Clinic in Jacksonville. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services are offered through Capstone Planning Investments LLC, a Registered Investment Adviser in the state of Florida. Insurance products and services are offered through Capstone Planning, LLC. Capstone Planning Investments LLC and Capstone Planning, LLC are separate companies. The retirement kit is provided for informational purposes only. It is not intended to provide legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. Let us help you take control It is important to feel you have control over your future. At Capstone Planning, we offer our experience and knowledge to help you design your own strategy for financial independence. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

KEY FACTS ABOUT CAPSTONE PLANNING, LLC

Company name
CAPSTONE PLANNING, LLC
Status
Active
Filed Number
L10000039532
FEI Number
272376191
Date of Incorporation
April 12, 2010
Age - 14 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://capstoneplanning.com
Phones
(386) 202-4498
(386) 202-4497

CAPSTONE PLANNING, LLC NEAR ME

Principal Address
18 Market Ave,
PALM COAST,
FL,
32164,
US

See Also

Officers and Directors

The CAPSTONE PLANNING, LLC managed by the two persons from PALM COAST on following positions: Manager

Timothy Wiltfong

Position
Manager Active
From
PALM COAST, 32164

Connie L Wiltfong

Position
Manager Active
From
PALM COAST, 32164





Registered Agent is Timothy M Wiltfong

From
PALM COAST, 32164

Events

February 28, 2017
LC AMENDMENT
May 27, 2016
LC AMENDMENT
February 10, 2011
LC AMENDMENT AND NAME CHANGE

Annual Reports

2023
February 14, 2023
2022
January 27, 2022