Financial Planning

Plans As Unique As You Are

Many of our clients want us to create and execute an individualized, comprehensive plan on their behalf.  They look to us to guide them through their financial world.  We concentrate on helping our clients achieve their financial goals, dreams and objectives by focusing on things like:

  • Estate Planning
  • Retirement Planning
  • Education Planning
  • Investing
  • Risk Management
  • Group Benefits Analysis
  • Charitable Giving

The planning process starts with comprehensive data gathering.  This helps the advisor understand not just what your financial world looks like but how and why you make financial decisions.   It allows us to build a plan that is unique to you.  At Capstone Financial we do not believe in plans with “cookie cutter” language, pie charts and graphs.  Instead we believe in building comprehensive, easy to understand plans that are built for each specific client.

We recognize that not all of our clients want help with all of these areas.  Our advisors are also available to work on each of these areas individually versus building a comprehensive plan.