Financial Planning

FINANCIAL PLANNING

Dream big! We want to know what lights you up and gets you out of bed in the morning.
– If you could do anything you wanted and didn’t have to worry about a paycheck, what would you do?
– Close your eyes and imagine a random day in the future, when you’re retired.
You wake up in the morning, and what do you see? Where are you? How do you spend the day? With whom?
– Now that you’ve identified and prioritized the dreams you have for the future, you have to figure out how to achieve them: Time for the PLAN.

In the course of your conversation, your Wealth Manager or financial advisor will plug your numbers into a sophisticated but client-friendly piece of planning software that lets you visualize your financial plan and see how small tweaks and changes affect the outcome. With a plan in place, you’ll know exactly what you have to do to live the life you want.

RETIREMENT PLANNING & IRA’s

With Capstone Investment Financial Advisor Group, you have a team of experts at your side helping you arrive at the life of your dreams.
Though infinitely more complex, life is similar to planning the family vacation. If you want to get to your destination, you need to have the investments (gas) and you need a good financial plan (the map).

In other words, we do a full on check-up. Do you have the investments and the savings to fulfill your plan? Did you account for all the turns in the road?

Your Capstone advisors will guide you through one turn to the next, no matter what unforeseen bumps come your way. And you won’t be making the journey by yourself. Your advisor will be with you every step of the way.

INVESTMENT MANAGEMENT

Through diversification and buying when prices are low and selling when they are high, we are crafting portfolios for the thoughtful investor.

Once you have a plan in place, you need to know you are on your way. This means taking risk, but not too much that you lose your way. It also means being disciplined about staying invested, (not getting out of the market when things are down and out).
So let’s make sure your willingness to take risks is right the first time, not when it’s too late. We want to buy things that are on sale that will benefit you, the investor, when others want to pay full price for them. At Capstone Financial Advisors we have experienced and knowledgeable shoppers looking out for investment deals.

Last, we want our investments to benefit from the aspect of compounding. This means we want our money to work for us over time.
WEALTH MANAGEMENT

Your Wealth Manager will provide you with your own customized plan, to guide you step-by- step through the winding roads of today’s financial landscape. And you won’t be making the journey by yourself.

Capstone advisors know the financial roads, and the roadblocks to find a clear lane to travel.

 

Our Services include Financial PlanningRetirement PlanningInvestment ManagementRisk Management & Wealth Management in and around Colorado Springs, CO.

Free Portfolio Risk Analysis

Print our Brochures

Print our Brochures