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Community Involvement

Client Centered

We are committed to taking an active role in our community. Members of the Capstone Financial Partners team dedicate their time, energy and funding to organizations that strengthen the social fabric of our neighborhoods and support causes that change lives. We invite you to learn more about our community partners by exploring the websites below.

Suggested Content

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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