Broker Check

Mission Statement

We provide asset management for individual investments and retirement accounts along with trust and estate planning, educational planning, insurance needs (including Long Term Care Insurance), and tax preparation.

At Capstone Tax & Financial, we work actively with our clients to provide this experience in a local and personalized way. Every client who calls or contacts our office is greeted by a human being, phone calls are returned the same day, and there is always someone available to make trades and answer questions pertaining to your particular account. Finally, we customize a communication plan with each of our clients that specifies the number of meetings we will have each year, and includes the preferred means of communication. We believe our ability to be a resource to our clients is contingent upon our communication; without this communication our solutions will be generic at best. Our clients deserve better than that!  


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.