At My Capstone Wealth, retirement planning isn’t about selling products—it’s about empowering retirees with clarity, confidence, and care. Based in Oxford, FL, Roxanne Theodoropoulos and her team bring thousands of retirees into the retirement they’ve worked so hard to build. As a Certified Financial Planner™ and fiduciary, Roxanne acts solely in your best interest, offering a full suite of services—from financial and investment planning to Social Security optimization, healthcare & long-term care strategies, tax-efficient income planning, legacy and philanthropic guidance, and enhanced portfolio reporting.
Clients in The Villages and nearby communities benefit from honest, jargon-free advice that aligns your financial decisions with your life goals. No pressure. No confusing pitches. Just straightforward strategies designed to protect your wealth and help you retire with peace of mind. Experience retirement the right way—with clarity, transparency, and a trusted partner by your side.