Capstone Financial Partners Atlanta - Mass Mutual
Capstone Financial Partners Financial Services for Doctors and Business Professionals Capstone Partners Clients About Capstone Financial Financial Resources for Physicians and Business Professionals Contact Capstone Financial
 
Professional Specialties
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COMPREHENSIVE FEE BASED FINANCIAL PLANNING SERVICES
  • Risk Management
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Business Continuation
  • Charitable Planning
  • Cash Flow Analysis
Retirement planning, investment strategies, estate planning, business continuity

ADDITIONAL SERVICES

FINANCIAL RESOURCES
Review of Risk Management
Life Insurance
Long-Term Care Insurance
Disability Income Insurance
Review of Savings and Investments

RETIREMENT PLANS
Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities

INVESTMENT PRODUCTS*
Mutual Funds
Variable Annuities
Securities Brokerage Services

BUSINESS CONTINUATION
Buy-Sell Agreements
Family Business Succession Plan
Key Person Insurance

EXECUTIVE FRINGE BENEFITS
Executive Bonus Plans
Split Dollar Insurance
Salary Continuation
Deferred Compensation

EMPLOYEE BENEFIT PRODUCTS AND SERVICES
Group Life/Health & Disability Income Insurance
Pension, Profit Sharing, and 401(k) Plans
Payroll Deduction Plans
Planning for your family's future
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