Welcome to the Capstone Financial Group

Financial security starts with a "Plan" and a successful plan starts with knowledge and the end result, goals and objectives in mind.  You may have heard before that "none of us plan to fail, but sometimes we fail to plan".  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 visit 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 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 


thumbnail of video - The Latte HabitThe Latte Habit

thumbnail of video - The Retirement Income FactorThe Retirement Income Factor

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thumbnail of video - What Is Investment Risk?What Is Investment Risk?

thumbnail of video - Do You Know Who Your Beneficiaries Are? Do You Know Who Your Beneficiaries Are?

thumbnail of video - Protecting Your Dependents with Life InsuranceProtecting Your Dependents with Life Insurance



We’re here to help you become more knowledgeable about the basic concepts of financial management.  Take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our website content and we wouldn’t want you to miss any developments in the area of personal finance.