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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
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About Joe Messinger, CFP®

Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing Continued Education for CPA’s and CFP® through through the FPA, XYPN, and OSCPA and has been published in the Journal for Financial Planning.
College Financial Terminology 101 Capstone Wealth Partners Ohio

529 Plan Owners Beware – Use your funds wisely or pay the price

Many families recognize the value of 529 savings plans.  529 plans provide an easy way to put aside money for college that will earn interest tax-free (when used for qualified... read more →
  • February 18, 2015
  • Joe Messinger, CFP®
  • College, Tax Planning
Start With FAFSA Capstone Wealth Partners Ohio

Start With The FAFSA – OSCPA Spotlight Video [Part 2 of 5]

Welcome to the second video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary... read more →
  • November 14, 2014
  • Joe Messinger, CFP®
  • College, Tax Planning
Are You Pre-Approved For College? Capstone Wealth Partners Ohio

Are You Pre-Approved For College?

By now, we’ve all seen this storyline unfold before – a recent college grad is buried in six figures of student loans, has no foreseeable job prospects, and has been... read more →
  • October 22, 2014
  • Joe Messinger, CFP®
  • College

Retirement Through the Lens of Gen X

If you are part of what is considered to be Generation X (like me), you likely know that you have 20 or 30 years until your so-called retirement at age... read more →
  • June 24, 2014
  • Joe Messinger, CFP®
  • Financial Planning, Retirement
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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

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