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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
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.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to set up your financial goals for success? This knight does.
Here’s a quick guide to checking to see if you have unclaimed money.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.