Vicki S.
7/3/2025
This company is awesome!! Family owned for many years. They have helped me plan for my retirement
Capstone Planning
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(3)
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18 Market Ave
Palm Coast, FL 32164
Capstone Planning, a family-run financial services firm located in Palm Coast, FL, specializes in creating customized retirement strategies for individuals and couples. With a focus on holistic planning, the company assists clients in navigating the complexities of their retirement journeys, ensuring they are well-prepared for the challenges ahead.
The firm offers a variety of services, including income, tax, legacy, investment, and healthcare planning, all designed to help clients understand and optimize their retirement experience. Since its establishment in 1998, Capstone Planning has built a reputation for professionalism and integrity, guiding clients through their unique financial situations with personalized attention.
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Reviews
3.53 reviewsMaria T.
3/16/2022
They do not think it's important to return calls. Then when you call and let them know you are still waiting for a return call, they take another message and still no one calls. Very poor...
Rich S.
5/12/2021
The Wiltfong family runs capstone planning. They are honest and straightforward and you enjoy working with Keith and Connie and the rest of the family. They don't try to sell you anything you...
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