Your Successful Retirement is Our Mission
Retirement matters. At Capstone Financial, we believe everyone deserves the chance to retire successfully. As an independent financial services firm, we are fiduciaries who put the needs of our clients first — always and without exception. We have dedicated our firm to providing comprehensive retirement plans to individuals, and retirement plan consulting to businesses and non-profit organizations.
We look forward to assisting you on your journey toward retirement with high-quality, fee-based advice and guidance.Contact Us
We can partner with your company in a co-fiduciary capacity to fulfill its retirement planning needs obligations, and requirements for every participant.
Individual Wealth Management
We can help you generate income in retirement, save for the future, and invest in low-cost, high-efficient options.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Currency has been around for a long time. Here’s a quick history lesson.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Here are five facts about Social Security that are important to keep in mind.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.