Planning Services

You may want to review where you currently are with your planning goals.  

Our comprehensive approach includes strategies specific to your unique situation.

Financial Planning

For those that request it, our financial planning services include:

  • Retirement Planning
  • Risk Management
  • College Planning
  • Tax Planning
  • Social Security Planning
  • Pension Distribution Planning
  • Insurance

Specialty Services

We are also able to provide planning services for the following:

Federal Employees (please see our Federal Employees tab for more information)

  • Civil Service Retirement System (CSRS and CSRS offset)
  • Federal Employee Retirement System (FERS)
  • Thrift Savings Plan (TSP)
  • Federal Employee Group Life Insurance (FEGLI)
  • Retirement Options and Eligibility
  • Survivor Benefits
  • Monthly Retirement Calculation

State Pensions


Employer Sponsored Plans

  • 401(k)s
  • Stock Options
  • Company Stock
  • Thrift Savings Plans
  • 457 Deferred Compensation Plans

Planning Services are typically billed hourly.  Please contact Capstone Pacific for further information.