Capstone Planning, LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Schaumburg, Illinois. The firm operates under a fiduciary standard, legally obligated to act in their clients' best interests. They provide comprehensive financial planning and investment management services tailored to individuals, families, and business owners, helping them navigate complex financial decisions and achieve their long-term goals. Their integrated approach covers aspects such as retirement planning, investment strategy, tax planning, and estate planning.

Founded in

United States