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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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.