Our Approach

Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive.

IT’S NOT AN EVENT, IT’S A JOURNEY.

Our approach to setting financial goals and building strategies around them is three-fold: ConsultativeCollaborative, and Comprehensive.

Capstone is a premier financial services firm with a long tradition of delivering individualized client solutions.  Our clients count on our vast experience analyzing basic and complex issues and then identifying proven, easy to understand solutions.  We do not believe in “cookie cutter” plans.  We believe in helping our clients make financial decisions from a position of strength and building flexibility and options into our strategies.

 

Capstone Financial’s Corporate Solutions team works with businesses to build plans that cover everything from basic benefits through executive carve out plans.  Our solutions are built in conjunction with the leadership team of the business so we can provide the answers our corporate clients seek within the budget they have allocated.