What Is Your Plan

What is your plan?

Charting Your Financial Course

We pride ourselves on the extensive tenure of our clients. Through our timely and responsive communication, our goal is to make you feel confident about making educated decisions as it relates to your retirement plan. We spend a great deal of time focusing on your needs in effort to ensure you have all the information necessary to stay informed and on top of your retirement plan.

Capstan Compass

The Capstan Difference

  • Customized retirement plan solutions for companies large and small
  • Long client tenure and low turnover
  • 300+ years of combined financial experience
  • Wall Street capabilities with a hometown Commitment
  • Spirited community involvement is part of our commitment and what makes service a cornerstone of Capstan's overall mission
  • Backed by the strength of the Wells Fargo Advisors Financial Network, a non-bank subsidiary of Wells Fargo & Company

Customized Retirement Plan Strategies for Companies Large & Small

We have the experience to help ensure a cost-effective strategy for every employer. With access to a full range of products from today’s most reputable providers, and personalized guidance direct from our dedicated team of retirement planning specialists, each and every plan member will receive the tools they need to retire with confidence.
Retirement Plan Services

Retirement Plan Services

  • 401(K) PLANS
  • 403(B) PLANS
  • ESOP
  • 457 PLANS

Full-Service Plan Administration

  • Facilitate fiduciary responsibility and proper plan documentation.
  • Select the provider(s) best-suited to your company’s specific needs.
  • Disclose all plan-related fees in advance.
  • Ensure compliance in today’s complex regulatory environment.

Consultation & Advisory Services

  • Conduct one-on-one investment consultations with plan members.
  • Create an Envision® Retirement Plan that reflects each client's own needs and objectives.
  • Educate and inform regarding new/existing products, market conditions, and other relevant factors.


Inquires Handled By Capstan Financial

  • Individual Investment Planning and Guidance
  • Enrollment
  • Distributons and Loans
  • Consolidating Qualified Accounts*
  • Education on Investment Choices

Inquires Handled By Your Provider

  • Check Account Balance
  • Check Rate of Return
  • View Statements
  • Update/Change Beneficiary Information
  • Handle Account Transactions

Please click on the name of your 401K Provider. This will direct you to your provider's login page.

*Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.