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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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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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.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.