Clarks Green Office

285 East Grove Street

Clarks Green, PA 18411

Our Services

The Financial Plan

Though every financial plan has a unique destination, they all begin at the same place. At Capstone, we believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan. We begin this planning process by gathering information specific to you and your household. This information is then put into a unique calculation, which identifies the strengths, weaknesses, threats, and opportunities within your financial household. Based on those findings, we are then able to formulate a strategic forecast with your personal goals in mind, and begin working together to reach those goals.

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

401(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Investments

Traditional IRA

Educational IRA

ROTH IRA

SEP IRA

Simple IRA

Common Stock

Bonds

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

capstonewealth@capstone-wealth.com | (570) 587-7800