Capstone Financial Group is an independent financial services company based in Folsom, California, with more than 20 years of experience advising individuals and businesses. The firm focuses on comprehensive financial planning, wealth management, employee benefits, and insurance services, offering personalized strategies and clear, candid guidance to help clients work toward their financial goals.

Its services include retirement planning and wealth management, college planning, income protection and life insurance, business planning, and estate planning. Capstone helps clients consider retirement needs, balance education savings with other priorities, protect loved ones and income, support business growth, and plan for the management and transfer of assets. The firm describes its approach as collaborative, beginning with a discovery meeting to understand a client’s circumstances and priorities, followed by a tailored strategy and ongoing monitoring and adjustments.

Capstone serves clients from varied backgrounds and emphasizes informed financial decision-making and long-term relationships. Its advisors invite prospective clients to schedule a complimentary consultation. The firm also welcomes experienced and aspiring financial advisors interested in career opportunities.