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Services for Businesses

As a business owner, you care about your employees. Creating a benefits package that will attract new talent and retain key employees is essential to the success of your profitable and growing business. A comprehensive retirement plan is arguably the most important aspect of the benefits package you hope to offer.

At Capstone Financial, we understand how time-consuming it can be to find a plan that doesn’t leave you frustrated and your employees unfulfilled. As an independent firm devoted to retirement plan consulting, we offer client-focused solutions for you and plan participants.  We will partner with you in a co-fiduciary capacity to fulfill your retirement planning needs, obligations, and requirements.

The services we provide to plan sponsors are diverse, in-depth, and customer-centric.

Addressing Fiduciary Obligations

  • Analyze plan expenses
  • Set guidelines for prudent investment practices
  • Create a diversified investment menu
  • Educate participants
  • Perform ongoing due diligence of investment managers and vendors
  • Document due diligence process

Consulting Solutions

  • Investment policy development
  • Plan design
  • Participant education strategies
  • Vendor management

Investment Analysis and Monitoring

  • Quarterly market commentary
  • Performance measurement/reporting
  • Quantitative and qualitative analysis
  • Manager research/recommendations

Plan Analysis, Research and Benchmarking

  • Fee analysis, disclosure and benchmarking
  • Asset allocation and diversification analysis

Call to learn how we can help your business thrive, and your employees reach their retirement goals.