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


Birmingham Gulf Shores  Mobile 
3500 Blue Lake Drive
Suite 290
2201 West 1st Street
2nd Floor
1110 Montlimar Drive
Suite 250