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
|
220 Professional Court
|
1110 Montlimar Drive
Suite-250
|
Join us on these social sites for daily updates:
Subscribe to receive a montly newsletter "theCAPSTONEway"
Subscribe to receive future timely resources for Business Owners
Newsletters
-
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.
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.