The Great Debate: An Update on Proposed Changes to Federal Student Aid
For any parent thinking about the future, the cost of college is a looming concern. The familiar landscape of FAFSA forms, Pell Grants, and student loans has been the standard
as we work together to craft a personalized financial plan guided by your goals and values.
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.
• 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.
✓ 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.
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.
Schedule a call to see if our services are right for you
For any parent thinking about the future, the cost of college is a looming concern. The familiar landscape of FAFSA forms, Pell Grants, and student loans has been the standard
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
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
Sign up for our weekly newsletter to get our best ideas on saving and paying for college.
Register For Our FREE Smart Money Moves Webinar on 6/24!