Scott C Planer - Financial Advisor - Capstone Financial Group

Scott C Planer - Financial Advisor - Capstone Financial Group Providing retirement planning, life insurance, and wealth management solutions using tax efficient s Read it carefully
before you invest or send money.

Scott C Planer offers products and services using the following business names: Capstone Financial Group - insurance and financial services |
Ameritas Investment Company, LLC (AIC), Member FINRA (www.finra.org)/SIPC(www.sipc.org) - securities and investments | Ameritas Advisory
Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Capstone Financial Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction,
nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. A representative will contact you to provide requested information. Representatives of AIC and AAS do not
provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their
information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
10/07/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/05/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
10/02/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/30/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

09/28/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

This message provides a look at how variable rates of return impact investors over time.
09/25/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

Lifestyle inflation can be the enemy of wealth building.
09/23/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The question everyone has: Will Social Security be around for you? Read this.
09/21/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Where do you begin when buying a home? This article has some pointers.
09/18/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

If you don’t have an estate strategy, here's some reasons why you should.
09/16/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Address

620 Coolidge Drive Suite 165
Folsom, CA
95630

Alerts

Be the first to know and let us send you an email when Scott C Planer - Financial Advisor - Capstone Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Scott C Planer - Financial Advisor - Capstone Financial Group:

Shortcuts

Share