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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.

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Consider Roth for Tax-Free Income

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

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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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