Capstone Financial Planning, LLC

Company:	Capstone Financial Planning, LLC
Contact:	Rob Bettermann
Address:	900 N Shore Drive, Ste 260
City:	Lake Bluff
State:	IL
Zip:	60044
Phone:	847-223-5104
Fax:	--
Email:	rob@capstoneplan.com
Website:	www.capstoneplan.com

About My Practice

Rob Bettermann founded Capstone Financial Planning with a clear vision: provide federal employees with customized financial planning services to help them reach their financial goals and enhance the quality of their lives.

Since 1996, Rob has been helping federal employees and their families to coordinate their government benefits with the rest of their financial picture. Through extensive training and experience, Rob is well-versed on the various benefit programs and helps federal families to navigate the complexities of those benefits—both while working and in retirement.

As a fiduciary, Rob offers one-on-one benefits counseling as well as personalized retirement reports that illustrate how much you will receive from your CSRS/FERS pension, social security, and TSP. We help to answer questions such as "when can I retire" and "when should I retire.

Federal Retirement Workshops

It is our goal to ensure that federal employees and their spouses are educated and informed about their benefits and retirement options. We are proud to work with ProFeds to host complimentary Federal Retirement Impact Workshops. For workshop locations and dates in the Chicagoland area, visit: https://fedimpact.com/FSG/

Workshop topics include:

• Pensions (CSRS/FERS)
• Social Security
• FERS Special Retirement Supplement
• TSP – Thrift Savings Plan
• FEGLI – Federal Employee Group Life Insurance
• Survivor Benefits
• FEHB – Federal Employee Health Benefits
• FLTCIP – Federal Long-Term Care Insurance

Offering Advice Since

1996

Areas of Specialty

Comprehensive financial planning
Retirement planning
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: Registered Financial Consultant (RFC®)
Insurance Licenses: Life
Security Licenses: Series 6, 63, and 65
Education: Bachelor of Science in Business
Associations & Affiliations: National Active & Retired Federal Employees Association (NARFE), Navy League of the United States, IARFC

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

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