Capstone

www.capstonerg.com

Capstone is a professional retirement plan consulting firm. We partner with plan fiduciaries to identify and implement the optimal retirement plan for their organization. Our services include plan benchmarking, service provider analysis and selection, investment due diligence, fiduciary oversight, and education programs for plan sponsors and participants. Our tailor-made, proactive approach is designed to equip plan sponsors with effective tools to minimize their fiduciary liabilities, reduce fees, and significantly improve retirement outcomes for plan participants. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

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Capstone is a professional retirement plan consulting firm. We partner with plan fiduciaries to identify and implement the optimal retirement plan for their organization. Our services include plan benchmarking, service provider analysis and selection, investment due diligence, fiduciary oversight, and education programs for plan sponsors and participants. Our tailor-made, proactive approach is designed to equip plan sponsors with effective tools to minimize their fiduciary liabilities, reduce fees, and significantly improve retirement outcomes for plan participants. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

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Country

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State

Virginia

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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