Capstone Financial Partners

Our services Wealth Management for Individuals and Families The professionals at Capstone Financial Partners offer comprehensive wealth management services to help individuals and families effectively and efficiently manage their financial lives. By exploring every facet of your current situation, we can help you distill the complexities of your financial affairs into short-term priority areas and long-term aspirations. Whether you are looking for a comprehensive financial plan to help you prepare for retirement or only have a single investment goal in mind, our experienced professionals work in close collaboration with you to find a solution that best meets your objectives. We take a long-term approach to investment management and follow the endowment investment model. Working with you to create a customized portfolio that addresses your needs, we incorporate both traditional and alternative investment* vehicles, including asset classes such as private equity, business development companies, real estate, direct investments and other investment strategies. We are committed to helping you make informed investment decisions and will not make specific portfolio recommendations without first educating you on the relative risks and rewards of strategic alternatives. Either as part of your comprehensive financial plan or à la carte, we offer the following wealth management services for individuals and families: Comprehensive financial planning Retirement planning strategies for wealth accumulation and distribution Estate planning and taxation strategies Insurance solutions Education and emergency fund planning Cash flow and net worth analyses Investment and portfolio management, including alternative investments* Risk management and asset allocation *Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors. 401(k) Retirement Planning for Small Businesses and Corporate Clients Our 401(k) retirement planning solutions goal is to focus on minimizing expenses while still providing the right investment options available. This mix of efficiency and effectiveness aims to help small business owners and corporate clients attract and retain top talent while providing plan participants with a 401(k) plan that will help prepare them for a successful retirement. We prioritize transparency and clarity to help reduce the liability risk for employers while increasing plan enrollment. Working with multiple types of plans and top-name vendors, we are committed to educating participants on their retirement plan options. As business owners ourselves, we understand the unique risks and challenges you face as an entrepreneur. While your business is likely your most significant asset and its financial success has an immediate impact on the economic security of your family, the daily demands of running a business often make it difficult to plan ahead and tap into its true value to support your retirement. In addition to working with you to select and implement a 401(k) plan that’s right for your business and your valued employees, we offer a full menu of business solutions that aim to help you plan a successful retirement. We offer the following planning services for small businesses and corporate clients: Qualified and non-qualified retirement planning Employee and executive compensation planning Insurance solutions Risk management Succession planning Buy/sell agreements Our Values Integrity and Trust We place trust at the center of our financial advisory partnership with you, and we earn that trust through an unquestionable commitment to personal and professional integrity in everything we do. Integrity to us means honesty, transparency and consistency of character. We want you to understand who we are and how we do business from day one, and we want to understand your story. Whether we are meeting you in our office for a one-on-one consultation, welcoming you to an educational event or visiting your place of business, our goal remains the same: to do what is in your best interest. Independence As an independent firm, we have the freedom to offer you complete transparency: no hidden fees, no quotas and no conflicts of interest. We are in the business of solving problems, not pushing product. When you work with the professionals at Capstone Financial Partners, our goal is to provide you with expectations of unbiased financial advice based on your needs, not the needs of a large brokerage firm or its shareholders. And because we are not beholden to any particular vendor, you can be confident that we are always sitting on the same side of the table as you, advocating on your behalf and working to achieve your financial objectives. Discipline and Dedication to Process From our years of experience working with individual investors, small business owners and corporate clients, we have learned that discipline is key to successful retirement planning. For us, this discipline translates into a process-oriented approach to meeting your wealth management and business planning needs. We do not trade in ad-hoc advice or intuition, but rather strictly adhere to an established system of processes that we continue to improve over time. We ask you to match our discipline with your own, committing yourself to the planning process and following through on agreed-upon action steps. Lifelong Commitment to Education Providing you with a financial education is paramount to what we do at Capstone Financial Partners. We want you to make informed investment decisions and offer a number of retirement planning workshops, seminars and continuing education courses. We also commit ourselves to the pursuit of lifelong education. The Capstone Financial Partners team includes a master of education, two masters of business administration, two Chartered Life Underwriter® (CLU®) professionals, two Chartered Financial Consultant® (ChFC®) professionals and a Level III Chartered Financial Analyst® (CFA®) candidate. Strength through Partnerships We work in close collaboration with your CPA, attorney and other key advisory members to coordinate the many aspects of your total financial life. Should you need a referral, we have professional partnerships with a number of accounting and legal firms in the Central Virginian region. As members of the Fusion Advisor Network, a nationwide network of independent financial advisors, we have access to a wellspring of intellectual capital. Our partnership with NFP Advisor Services, LLC, enables us to offer you the resources, technology and oversight of a financially strong, independent broker/dealer.

Address: 4801 Cox Road, Suite 109, Glen Allen, VA 23060, USA

Phone: +1 804 270 7626
FAX: +1 804 270 7628