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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
  • Schedule a Call
Financial wellness and the NFL

The NFL and Financial Wellness: Be Ready for What Life Throws at You

Financial wellness is the industry’s latest buzz word. So, what do Capstone and Joe Messinger have to do with the NFL? Joe had the pleasure of attending the Strategic Insight... read more →
  • November 3, 2017
  • Joe Messinger, CFP®
  • College Planning, Financial Planning
Start With FAFSA Capstone Wealth Partners Ohio

Helping Financial Planners with Gen X and Gen Y

Taking a moment to share with families some of the work we are doing with financial advisors to give them the skills to help college-bound families...like you! Capstone College Partners... read more →
  • August 23, 2017
  • Joe Messinger, CFP®
  • Financial Planning
It's Never Too Early to Act Capstone Wealth Partners Ohio

It’s Never Too Early to Act – OSCPA Spotlight Video [Part 1 of 5]

Today's post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as... read more →
  • November 5, 2014
  • Ryan Sheppard, ChFC®
  • College, Financial Planning, Tax Planning

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
Financial Planning Questions Afraid Ask about Paying for College Capstone Wealth Partners Ohio

Answers to 10 Financial Planning Questions You’re Afraid to Ask

At some point in your life, you may have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many... read more →
  • May 23, 2014
  • Ryan Sheppard, ChFC®
  • Financial Planning
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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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