Capstone Planning

Capstone Planning Capstone Planning is a family-run firm specializing in comprehensive retirement services. We offer income, tax, investment, healthcare, and legacy planning.

Rooted in service, we ensure a secure, fulfilling retirement.

Giving Back Gets Bigger Every Year! We’re proud to announce that Capstone Planning has donated $5,548.90 to Toys for Tot...
10/08/2026

Giving Back Gets Bigger Every Year!

We’re proud to announce that Capstone Planning has donated $5,548.90 to Toys for Tots this year!

One of our favorite traditions at Capstone is matching our clients’ charitable donations dollar for dollar, doubling their impact!

Every year, this donation continues to grow, and it’s all thanks to the incredible generosity of our clients. We’re truly blessed to work with so many wonderful people who share our passion for giving back.

Toys for Tots is an amazing organization that helps bring joy and Christmas magic to children in need throughout our community. 🎁

To all of our clients who contributed, THANK YOU! Your generosity makes this possible, and we’re so grateful to be a part of it.

Here’s to making an even bigger difference next year! ❤️

What a great event and an incredible turnout!Capstone Planning was proud to be the main sponsor of this year’s Walk With...
09/21/2026

What a great event and an incredible turnout!

Capstone Planning was proud to be the main sponsor of this year’s Walk Without Silence. It was wonderful to see so many people come together to support such an important cause and help raise awareness about domestic violence.

A huge thank you to everyone who came out, walked, volunteered, donated, and helped make the event such a success. We also want to thank all of the other local businesses and sponsors who helped support the event. Seeing our community come together like this is what makes Palm Coast such a special place.

We appreciate everyone who participated and were honored to be a part of it. 💜

Lace Up. Speak Out. Walk Without Silence.

💜 Join Us This Weekend for Walk Without Silence! 💜Capstone Planning is proud to be the Main Event Sponsor of the 3rd Ann...
09/17/2026

💜 Join Us This Weekend for Walk Without Silence! 💜

Capstone Planning is proud to be the Main Event Sponsor of the 3rd Annual Walk Without Silence Domestic Violence Fundraiser this Sunday, September 20th at Palm Coast Town Center.

This 3 mile fun run and walk supports domestic violence survivors in our community and helps raise awareness and funding for the Family Life Center.

📍 Palm Coast Town Center
🕤 Check in begins at 9:30 AM
🚶 Walk begins at 10:00 AM
🐾 Pet friendly
🎁 Speakers, raffles, giveaways and more

We would love to see our clients, friends and neighbors come out and join us in supporting such an important cause right here in Flagler County.

We hope to see you Sunday! 💜

Questions or interested in getting involved? Contact Diane Romeo at (516) 322-9896 or [email protected].

🍷 Thank you to everyone who joined us for W**e & Wisdom!We had a wonderful evening together with great conversation, fan...
07/09/2026

🍷 Thank you to everyone who joined us for W**e & Wisdom!

We had a wonderful evening together with great conversation, fantastic w**e and cheese pairings, and a room full of people who care about protecting their families, their finances, and their future.

During the evening, we covered a few important technology and cybersecurity reminders, including ways to help protect your property records, credit, bank accounts, investment accounts, and tax identity. We also shared a brief Q2 market update and talked about a few things we’re watching as we head into Q3.

For anyone who missed it, the big takeaway was simple:

Slow down. Hang up. Verify.

Scammers are getting more sophisticated, especially with texts, emails, fake calls, and even AI voice scams. A few small steps can go a long way toward helping protect yourself.

Here are a few helpful resources we discussed:

🏠 Flagler County Property Recording Alerts
https://records.flaglerclerk.gov/FraudAlert

💳 Freeze Your Credit
https://www.usa.gov/credit-freeze

📄 Review Your Credit Reports
https://www.AnnualCreditReport.com

🛡️ IRS Identity Protection PIN
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

If you’d like our simple Identity Protection Checklist, send us a message or comment “checklist” and we’ll be happy to email it to you.

Thank you again to everyone who came out. We’re grateful for the opportunity to host these conversations and look forward to our next W**e & Wisdom event.

Capstone Planning
Good w**e. Good conversation. Helpful planning insight.

🇺🇸 Happy Independence Day! 🇺🇸As we celebrate our nation’s 250th birthday, we honor the courage, sacrifice, and vision of...
07/04/2026

🇺🇸 Happy Independence Day! 🇺🇸

As we celebrate our nation’s 250th birthday, we honor the courage, sacrifice, and vision of those who secured our freedom and the generations who have worked to preserve it.

We hope your Independence Day is filled with gratitude, family, and celebration as we reflect on the blessings of living in this great nation.

From all of us at Capstone Planning, we wish you a safe and happy Fourth of July.

God Bless America. 🇺🇸

🏆 We’re incredibly honored to announce that Capstone Planning has been recognized as the 2026 BusinessRate Award Winner ...
06/02/2026

🏆 We’re incredibly honored to announce that Capstone Planning has been recognized as the 2026 BusinessRate Award Winner and ranked the #1 Financial Planner in Palm Coast!

This recognition is based on real client experiences, Google Reviews, and customer satisfaction, which makes it especially meaningful to our family and team.

For years, our mission has been simple:
Help families retire with confidence, protect what matters most, and truly Make Life Happen.

Thank you to our amazing clients and community for your trust, support, referrals, and kind words. We are grateful every single day for the opportunity to serve Palm Coast and the surrounding communities.

We couldn’t have achieved this without you. ❤️

05/13/2026

We broke down markets into a 5-minute read

05/06/2026

Here's what savvy investors should know

Thank you to everyone who came out Friday for Capstone Planning’s Annual Shred Event!We had another great turnout, shred...
05/06/2026

Thank you to everyone who came out Friday for Capstone Planning’s Annual Shred Event!

We had another great turnout, shredded a tremendous amount of paper, and helped a lot of people safely clear out old clutter and sensitive documents from their homes. ☀️📄

A very special thank you also goes out to everyone who donated to the food drive benefiting Grace Community Food Pantry. They were incredibly thankful for the support, and this year the donations feel more important than ever as many families continue to feel the impact of rising food costs. Your generosity will truly make a difference in our local community.

We always enjoy seeing so many familiar faces at this event, and we appreciate everyone who took the time to come out, donate, and spend part of their Friday with us.

Thank you for continuing to help us Make Life Happen! ❤️

04/29/2026

Here's what you need to know

Address

18 Market Avenue
Palm Coast, FL
32164

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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