Connie Wiltfong, Certified Social Security Advisor
Connie Wiltfong
Financial Professional, Capstone Planning, LLC
Professional Profile
Connie Wiltfong is a trusted Financial Professional at Capstone Planning, LLC in Palm Coast, Florida, bringing over 15 years of invaluable experience in the financial industry. As a Chartered Financial Consultant ® (ChFC®) and a highly skilled tax expert, Connie combines her extensive knowledge of financial planning and tax regulations with a unique perspective gained from her previous career as a critical care nurse. This background not only equips her with the ability to navigate high-stress financial situations but also instills a deep compassion for her clients' well-being. Raised on a farm, Connie embodies the values of hard work and dedication, which she applies in helping individuals and families plan their financial futures and navigate the complexities of retirement and Social Security benefits. Her empathetic approach ensures that each client feels understood and supported throughout their financial journey. When she’s not working, Connie enjoys reading, biking, and creating lasting memories with her grandchildren. Choose Connie Wiltfong for financial guidance that is both knowledgeable and personally tailored to your needs, ensuring a secure and fulfilling retirement.
As a holder of the NSSA® designation in Social Security planning, Connie Wiltfong brings specialized knowledge of Social Security planning to every client relationship.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.