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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

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

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck