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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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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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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