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Capstone Wealth Partners - Financial Planning for College-Bound Families

Funding your children’s education while planning your own retirement is a balancing act. We've helped numerous families find the right balance.

http://www.capstonewealthpartners.com/

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Funding your children’s education while planning your own retirement is a balancing act. We've helped numerous families find the right balance.
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Capstone Wealth Partners - Financial Planning for College-Bound Families | capstonewealthpartners.com Reviews

https://capstonewealthpartners.com

Funding your children’s education while planning your own retirement is a balancing act. We've helped numerous families find the right balance.

INTERNAL PAGES

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1

The Capstone Blog | Capstone Wealth Partners

https://www.capstonewealthpartners.com/blog?category=College

Financial Planning for College-Bound Families. Helping you conquer college, retirement, and investing. June 10, 2016. Can My Kid Get a Full-Ride Merit Scholarship? June 10, 2016. Joe Messinger, CFP. Capstone is honored this week to be presenting a guest blog from our friend Wendy Nelson author of the website MyKidsCollegeChoice.com. In this post, she tells her story of how she developed a list of full-ride scholarship universities. June 10, 2016. Joe Messinger, CFP. February 19, 2016. February 19, 2016.

2

Client Access | Capstone Wealth Partners

https://www.capstonewealthpartners.com/client-access

Financial Planning for College-Bound Families. Click any image below to open the login page in a new browser tab. Click here to access your Private Client Website. Click here to access your Loring Ward. Click here to access your Trade-PMR. We love the convenience that technology can provide to you as a client. But, like many things in life, technology is not perfect and can present a few hiccups along the way. Ryan Sheppard, ChFC. 614) 754-7805 ext. 702. We respect your privacy. No spam, guaranteed.

3

College Funding | Capstone Wealth Partners

https://www.capstonewealthpartners.com/college

Financial Planning for College-Bound Families. Saving on, not just for the cost of college. As a parent, you face a huge challenge today you want to fund a college education for your children, but you also know you need to stay on track for retirement. And, it's very likely that these two goals are competing for the same financial resources. Furthermore, the average costs of college are already high, and are continuing to increase each year. Public 4-Year In-State: $18,943. Private 4-Year: $42,419. Many ...

4

Structured Investing™ | Capstone Wealth Partners

https://www.capstonewealthpartners.com/investments

Financial Planning for College-Bound Families. What is Structured Investing? Does this look familiar to you? We see it everyday. Buying high and selling low is the total opposite of what most investors set out to do. But, most simply can't help it, as we are hard-wired to act upon these natural emotions of greed and fear. It's not wrong, it's just who we are as human beings. What can you do about it? Besides, have you won a Nobel Prize in Economics for Modern Portfolio Theory lately? Mdash; Warren Buffett.

5

Our Firm | Capstone Wealth Partners

https://www.capstonewealthpartners.com/our-firm

Financial Planning for College-Bound Families. Who is Capstone Wealth Partners? We're glad you asked. Capstone Wealth Partners is a fee-only independent Registered Investment Advisor. Based in Dublin, Ohio. We work exclusively with individuals and families, most of who are in their working years (just like us). Accordingly, our advice is comprehensive in nature and is focused on the needs of clients in their 30s, 40s, and 50s mainly retirement planning, college funding, and smart investing. We provide in...

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epicliving.blogs.com epicliving.blogs.com

Epic Living - Wellbeing Expert, Entrepreneur, Author, Man on A Mission: 5 Questions with Joe Messinger of Capstone Wealth Partners

http://epicliving.blogs.com/epic_living/2013/02/5-questions-with-joe-messinger-of-capstone-wealth-partners.html

Epic Living - Wellbeing Expert, Entrepreneur, Author, Man on A Mission. Advice on life and the living. Direction on how to find and live the Epic Life. Thursday, February 28, 2013. 5 Questions with Joe Messinger of Capstone Wealth Partners. The following is an interview I did with Joe Messinger of Capstone Wealth Partners. I wanted Joes take on some financial stuff that was on my mind and probably yours too. Why should someone consider engaging with a financial advisor? And it is much more valuable to de...

gettingatthecore.com gettingatthecore.com

Free Presentations -  At The Core...guided self assessment for students & more  ....helping students define their future!

http://www.gettingatthecore.com/free-presentations.html

At The Core.guided self assessment for students and more .helping students define their future! ACT and SAT Information. Friends of At The Core. These presentations are AWESOME! I would have spent hours trying to research all that they covered in 90 minutes. Plus, it started a great conversation with my daughter on the way home. Thank you, At The Core! MS, Dublin, OH. At The Core's free 90-minute presentations. Are a great resource for any family with a college-bound student. See the EVENTS PAGE. At a nu...

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College Funding Learning Videos. College Funding Learning Videos. Financial Planning for College-Bound Families. Funding your children’s education while planning your own retirement is a balancing act. We help families find the right balance. Find yours today. Schedule a Free 30-Minute Call. Three Critical Elements of Financial Advice Combined in One Specialized Solution. See How We Plan. Paying for college and retirement isn’t easy. A big piece of the puzzle can be addressed through a solid in...Sign up...

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