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
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220 Professional Court
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1110 Montlimar Drive
Suite-250
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Newsletters
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?