Our firm was founded with the objective of helping you answer two main questions: “Will I make it?” and “Do I have any financial blind spots?” We have found that most people start seriously wondering if they will make it within 5 years of their anticipated retirement. We use a custom planning approach to analyzing your retirement income needs and have found that this approach provides you with a solid answer to the question of "Will I make it?" Financial blind spots come in varying forms. However, we have found that most blind spots come in the form of unidentified portfolio risks. Using a very robust risk discovery system, we help you not only identify what risk really means to you, but quantify what that risk might do to your portfolio if you encountered difficult markets (such as another 2008, financial crisis or rising interest rates). Click the button below (Does My Portfolio Fit Me?) for a free stress test of your current investment portfolio, IRA, variable annuity or 401k.
Capstone Wealth Management is a private, fee only financial planning and investment management firm.Read more
Fee only Financial and Retirement Planning - A Road Map, designed specifically for you by a Certified Retirement Financial Advisor™ professional to help you achieve your financial goals.Read more
We work closely with your tax and legal professionals to show you how to insure that your assets are left to the people you choose.
How much income will you need when you retire? Our planning process takes you step by step through the retirement projection and planning process.
Our objective is to provide our clients with the potential for above average gains while at the same time using a system of tactical asset allocation to reduce downside risk.
The objective behind good tax planning is to legally reduce the amount of total tax liability that you face by using as many legally allowed strategies available.