Capstan Financial Consulting Group

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. Please take a moment to explore our site which offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more. 

We are hoping your visit will help you understand the opportunities and potential rewards that become available when we take a proactive approach to your personal financial situation.

This web site has been created to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

 At Capstan Financial Consulting Group we have designed a client centric approach to delivering our wealth management services through a team concept.   When working with one of our advisors, you benefit from our team’s 150 years plus of combined financial services experience and the service and support of Wells Fargo Advisors Financial Network.  Wells Fargo Advisors Financial Network is a subsidiary of Wells Fargo & Company, who has been helping clients reach their goals for over 150 years. 

While you sit with one of our team members, you can be assured that you will be receiving an individualized approach, and the plan that is created will be yours as much as ours.  Together we will create a program this is not only designed to protect and increase your wealth, but to emphasize your values and to ultimately carve out your legacy.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

 

 

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

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