11 Secrets You Didn’t Know About 529 College Savings Plans
529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know about these secrets
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The Capstone Way
At Capstone Wealth Partners, we’re not your typical financial advisors. We’re committed to The Capstone Way – putting your needs first through transparent, goals-oriented planning and sustained support. Let us help you achieve financial clarity and confidence, no matter what stage of life you’re in.
Traditional Advisor
• Commission-based or asset-under-management (AUM) fees, always trying to get more assets under their “umbrella” or sell you something you don’t need.
• They start with assets first – trying to manage your investments or come up with a strategy before they even know you, your family, or your goals.
• Transactional, with a focus on product sales, investment strategy, and limited face time.
Capstone Advisor
✓ We are a fee-only firm, not trying to sell you insurance products or invest all your assets with us.
✓ We start with a comprehensive goals-based plan to organize your priorities, then build a customized financial strategy.
✓We are a trusted partner, providing ongoing guidance, education, and a listening ear – here to help you work through life’s wins and challenges, and adjust your plan accordingly in each new season.
The Elements of a Financial Strategy
There is more to financial planning than just investment management. The Capstone Way is a comprehensive approach that prioritizes your unique needs and goals. This method integrates the many aspects of your financial life into a cohesive strategy.
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From the Capstone Blog
Grandparents and 529 College Savings Plans: What You Need to Know
Grandparents want to help, especially when it comes to financing their grandkids’ college education. They want to see their grandkids to receive an excellent education, graduate with little or no
How Your Student Can Gain Valuable Career Experience and Earn a Free Ride to College
Today’s students are often looking for a way to serve others and their community. In addition, they are thinking about how to pay for their education. Military service in one of its many forms can meet both needs–paying for college and providing a much needed service to our country. You may want to take a closer look.
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