Welcome to the
Capstone Financial Group
We've created this site to help you begin the planning process and to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation strategies. Your periodic visits here will help you to better understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We work with individuals, families, and businesses to provide solutions and assistance to improve the likelihood of greater financial stability.
We provide the insurance, investments, and retirement planning solutions to help individuals and business owners meet their financial goals and objectives.
Capstone Financial Group has four areas of focus:
- Individual and Family Financial Services
- Employer Sponsored Benefits & Retirement Plans
- Business Owner & Executive Strategies
- Estate Planning
Join us on these social sites for daily updates:
Subscribe to receive a montly newsletter "theCAPSTONEway"
Subscribe to receive future timely resources for Business Owners
Newsletters
-
HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
-
Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
-
The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
-
Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Savings Accumulation
Estimate the future value of your current savings.