Your next checkpoint starts here
If you are navigating a transition and want clarity on your next steps, you can begin with Where We Begin™ or reach out directly.
There is no pressure and no obligation. Just a conversation that helps you understand what is changing and how to move forward with confidence.
Start With Where We Begin™
Begin with clarity, not commitment.
Where We Begin™ is a structured, one-on-one session focused on your current situation and the shifts happening in your financial life.
You will walk away with perspective and a clearer understanding of what needs attention first.
Prefer to Reach Out Directly?
I’m here to help.
If you have a question, want to discuss your situation before scheduling, or simply prefer email or phone, use the options below.
Email: scott@checkpointplanning.com
Phone: (949) 702-0139
Location: Orange County, CA — virtual and in-person meetings available
Send a message
If you would like to share a brief note about your situation or request additional information, use the form below. I will respond as soon as possible.
Checkpoint Planning | Financial Clarity for Life’s In-Betweens™
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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*Representatives offer products and services using the following business names: Checkpoint Planning - insurance and financial services - Capstone Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Additionally Scott Marcoe offers advisory services through Ameritas Advisory Services (AAS). AIC and AAS are not affiliated with Checkpoint Planning - Capstone Financial Group or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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