What is the role of a financial advisor? Simply put, it's our job to help individuals and businesses make educated financial decisions from a position of strength. It's our job to help identify if working with an advisor is the next step to help achieve your goals. It's our job to learn about what is important to you. By taking the time to learn about your current financial situation and goals, we can then provide you with solutions to tackle immediate issues and help you get closer to your goals. Visit our website to learn more or to chat with one of our advisors. Link in bio.
How do you know if it's time to hire a financial advisor? Honestly, the answer is different for everyone. Once we understand your needs, goals, and objectives, we use a three-pronged approach to build an investment strategy. The plan is constructed on YOUR needs, goals, and objectives, not only for today but for the future as well. Contact us today to speak with an advisor about creating a tailored investment strategy. Website link in bio.
As leaders of this company, One of the things my wife and I look forward to the most is planning the company trip with our Capstone Family. Like many of you, our plans have been impacted by COVID -19. While our trip has been canceled this year, we are putting our heads together to figure out a way to safely celebrate our advisors who continue to work diligently to serve their clients and to help provide financial security in such uncertain times. Keep up the great work team! This photo was taken from our 2019 trip to Aruba. Where should we go next??
Are you an upcoming graduate looking for a career in financial advising?! Our COO, Adam Bass, had the pleasure of virtually speaking to students from Georgia Southern University this past week. While we can't wait to get to attend our next face-to-face career fair, we are taking advantage of virtual opportunities to connect. Make sure you are following our page so you don't miss any upcoming virtual career events! Learn more about a career with Capstone Financial by visiting our LinkedIn job posting. link in bio.
In a world that has so much going on, our mission at Capstone Financial resonates more than ever. Every day we work to develop solutions for our clients to eliminate the stress that keeps them up at night. The ultimate goal is to allow you to focus on the things that truly matter. In a world of so much uncertainty, we are here to help put a comprehensive plan in place.
Are you interested in a financial career and passionate about changing people's lives? At Capstone Financial, we have the tools, talent, and resources to make our team members bigger, better, and stronger than anywhere else. We have extensive training initiatives in place, including a mentorship program. When the team is successful, we are all successful.
To learn more about a career with Capstone Financial, visit our job posting on LinkedIn.
In honor of International Women's Day, we're celebrating and honoring all of the talented and unique women out there.
Please join us in celebrating our advisor Jason Jones in achieving 25 years with MassMutual! We are blessed to have Jason as a phenomenal member of the Capstone Financial family. Congratulations, Jason!
