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Your Hometown Shopper September 2021 5
W e
ealtthcare
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BuilBuillt onlt on
Truruustust
With over 49 yeaars of collective experieence, our wealthcare proofessionals are dedicateed
to helping you pursue your financial goa als.
We specialize in r retirement income plannning to help you prepare e for your future, no mattter
how far down the e road that may be.
Capstone Planning Group is an indepenndent financial service fifirm with access to a
complete range of products and strateg gies to ensure you get tthe right service for youur
purposes. Our m mission is to put your ne eeds first, making objec ctive recommendations
based solely on your aspirations.
Schhedule your courtessy retirement checkup today!
Securitties and advisoryy services aare offered through LPL Fin
Securitties and advisoryy services aare offered through LPL Finnancial
(LPL), a registered investment addvisor and broker--dealer (m ember
FINRA/ /SIPC). Insurance products aree offered through LPL or its lic censed
affiliaate es. Cornerstone Bank, The Cap pstone Planning Group, and Ca apstone
EDGE aare nott registered as a broker-de ealer or investment advisor. Reg gistered
represeentaatives of LPL offer product ts and services using The Ca apstone
Planning Group or Capsto one EDGE and may also be empployees of Cornerstone Bank. These products and services are e being
s
offered through LPL or its affilia ates, which are separaatte entities from, and not affiliaates s of, Cornerstone Bank, The Ca apstone
Planning Group, and Capstone EDGE.
d th
ff
h LPL
ffili t t
it
S Securities and insurance ooffered through LPL or its affiliaattes are:
d i
iti
Not t Insured by FDIC or any otherr Government Agency | Not Bank Guaranteed
Not Bank Deposits oor Obligations | May Lose Valuue
200 Charlt on R oad (Suit e B), turbridge, S , MA
Conveniently locaated at:
508- 7 64-00466