Financial Planning for College Bound Families

Saving for your family’s continuing education, while planning your own retirement, is a balancing act. Find the balance that works for you and your family today.

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Three Elements of Financial Advice, One Specialized Solution

COLLEGE

When your child is nearing the end of high school, you might be feeling overwhelmed by a looming question: How are we going to pay for their college education? At Capstone, we help families put a plan in place, increase college affordability, and balance education costs with other financial goals.

RETIREMENT

Many parents put retirement on the back burner because they’re so focused on four years of tuition costs for their kids. Sound familiar? We help you make empowered saving decisions that set you – and your family – up for long-term success.

INVESTMENTS

We’re firm believers that, through a structured investing approach, you can build a plan that supports both education costs and retirement planning. We help you manage and adjust your portfolio based on academic research, and a focus on low-cost, tax-efficient investing.

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1Student Loans: What You Need to Know

Before you or your child takes on any debt to pay for college, you should have an understanding of how these loans work, including types of loans, repayment options, interest rates, and more.

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