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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

Business Owner & Executive Solutions

Business Owner & Executive Solutions

The pressure of owning a business takes it toll as owners need to consider many factors in running and growning their business, while keeping everything in perspective.

Small-business owners have concerns that keep them up at night, including the economy, taxation, personal concerns, and the well-being of the business, it's employees and key personnel.

We at the Capstone Financial Group help business owners by providing access to a complete package of tailored solutions that help maximize the effectiveness of any business entity.

After helping to identify and prioritize the areas of need, we then focus on offering solutions to enhance the financial security of business owners.

Our process "theCAPTSTONEway" helps business owners to be better prepared for the challenges and opportunities ahead.

Talk to us.  We'll help you set your objectives by indentifying your needs and priorities.

Rely on us.  Take advantage of our resources to help you analyze and assess your situation, and then design a tailored solution.

Take action with us.  Our leadership in administrative services ensures your needs will be met in the long term.

We offer the complete package - the expertise, the products, the administrative services.  It's all in one place; it's all to help give business owners the financial security that they need and deserve.

 

 

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