Clarks Green Office
285 East Grove Street
Though every financial plan has a unique destination, they all begin at the same place. At Capstone, we believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan. We begin this planning process by gathering information specific to you and your household. This information is then put into a unique calculation, which identifies the strengths, weaknesses, threats, and opportunities within your financial household. Based on those findings, we are then able to formulate a strategic forecast with your personal goals in mind, and begin working together to reach those goals. To accomplish these objectives we implement a multi-step process which ensures that our clients' needs are entirely addressed. That process includes the following steps:
As independent Registered Investment Advisors, the principals at Capstone Wealth Management Group, LLC embrace and uphold a fiduciary standard by putting the best interests of our clients ahead of our own.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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