| Company: | Capstone Pacific Investment Strategies, Inc. |
| Contact: | Casey Morris |
| Address: | |
| City: | Tustin |
| State: | CA |
| Zip: | |
| Phone: | 626-915-7006 |
| Fax: | -- |
| Email: | cmorris@capstonepacificinc.com |
| Website: | www.capstonepacificinc.com |
About My Practice
Learn about your benefits from instructors who are currently teaching federal employee benefits on-site to federal agencies. We have an experienced and qualified team of financial professionals who can guide you through your complex government benefits program to help you develop solutions and strategies that work for you.
Capstone Pacific is a Colorado registered investment adviser only and adheres to a fiduciary standard. It's critical to get fact-based information from someone who will place your interests first. We are fiduciaries and are happy to act in the best interest of the people we work with.
Our goal is education. Understanding your employee benefits and how they work is vital in taking advantage of the many opportunities available. The more you understand about the benefits and your needs, the more likely you will avoid the consequences of missteps along the way.
We believe our ongoing experience with individuals both in the private and federal sectors, throughout their working and retirement years, keeps us updated on the questions, needs and concerns of today's world.
Contact us for a comprehensive federal benefits report customized to your retirement, or to look at the bigger picture with an overall financial plan. We are also available to do retirement trainings and workshops for various federal agencies. Capstone Pacific has physical offices in Colorado, California, and Nebraska but we are able to serve federal employees nationwide. You can reach us by phone at (626) 915-7006, email info@capstonepacificinc.com, or visit our website at www.capstonepacificinc.com.
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Licenses, Certifications, Education, and Affiliations
Designations: CERTIFIED FINANCIAL PLANNER®
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Capstone Pacific Investment Strategies, Inc. is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not affiliated with or endorsed by the Federal government or any governmental agency.