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Welcome to Capstone Financial Group,
Gold Country Office

We are the Nevada County branch of the Capstone Financial Group, headquartered in Folsom, CA. We offer a wide range of financial products and services to individuals and business owners.

Our desire is to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. We will help you build a plan based on your goals, personal needs and desires; and we believe you will be better able to make decisions through our tailored, integrous guidance and sound financial information.

Please call or email if you have any questions about our firm or the range of products and services we provide. Our network of partners includes a variety of financial services companies, so if we don't have a product or service, we know local professionals that do!

Dig in to our website for a better understanding of the concepts behind investing, insurance, retirement, estate planning, and wealth preservation.

David La Plante, LUTCF

Financial Advisor                                                                                         

Check the background of these financial professionals on FINRA's BrokerCheck.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck