Business Hours
Monday 09:00am - 06:00pm
Tuesday 09:00am - 06:00pm
Wednesday 09:00am - 06:00pm
Thursday 09:00am - 06:00pm
Friday 09:00am - 06:00pm
:fill(transparent)/https://sy-media-store.s3-us-west-2.amazonaws.com/ab194ac2148c423e9a5a9dd90ec512de/59c670a3536b937ec7910f7619ee3304/77e87b39-15d1-4354-8361-e9e641fc7a12.a9f6987c-11cd-4b10-b957-3ed3497747fd?nocrop=1)
Capstone Financial Consultants, LLC Verified by Synup
Listed In: Investment Services
In order to determine what investments may be suitable for a client, I need to accumulate important facts. These include age, income expectations and requirements, current assets and liabilities, income in and outside of any retirement plans, estate planning ideas, willingness to assume certain… In order to determine what investments may be suitable for a client, I need to accumulate important facts. These include age, income expectations and requirements, current assets and liabilities, income in and outside of any retirement plans, estate planning ideas, willingness to assume certain risks, investment experience and knowledge, the need for diversification, and other factors. I view my CPA background as a bonus for clients; and I use it often in assisting clients so that the right decisions are made to 1) maximize after tax income and 2) preserve and enhance the value of a person’s assets Read more
Additional Locations See All
Capstone Financial Group
15 West 5th Street, Grafton, ND (10554 Km Away)
Capstone Financial Group
3475 45th St S,, Suite 104, Fargo, ND (10529 Km Away)
Capstone Financial Group
614 Dakota Ave,, Ste 103, Wahpeton, ND (10515 Km Away)