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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

Business Services

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.


Fiduciary Services

We are sworn fiduciaries who have a legal, moral and ethical responsibility to put your retirement needs first.

Helpful Content

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Surprises

Making the most of surprises is a great reason to work with us.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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