Online Investment Program

Online Investment Program

If you’re like most people, you probably have a company 401(k) account and do the right thing by investing a portion of your salary into it.  However, if you are like most investors you are not getting personalized advice from your companies plan; every paycheck a portion of your money goes into your account with low expectations for the investment returns.  Capstone Financial has designed an exclusive service that offers virtual investment advice through our online client program.  We’ll create an investment plan for your 401(k) account that’s tailored to your age, risk tolerance, portfolio size and holdings, time to retirement, and more.  Most people have a healthy fear of their retirement account or ignore it all together; Capstone Financial can put you back in control and help you create a better investment strategy for your future.