Capstone Pacific Investment Strategies, Inc.
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  • What We Do
    • Investment Management
    • Planning Services
    • Federal Employees
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    • FAQ
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  • Contact Us
Capstone Pacific Investment Strategies, Inc.
  • Home
  • What We Do
    • Investment Management
    • Planning Services
    • Federal Employees
    • Employer Sponsored Plans
  • Communication
    • Newsletters
    • Seminars
    • FAQ
  • Our Team
  • Contact Us

Planning Services

You may want to review your current planning goals, or set new ones.

Our comprehensive approach includes strategies specific to your unique situation.

Retirement Planning

Retirement Planning

Retirement Planning

When your working days are over, make sure you have enough money to retire with the standard of living you are used to.  A plan can try to help you figure out how to get there and provide a strategy to spend the money you have saved up to last your entire retirement. 

Education Planning

Retirement Planning

Retirement Planning

Determine the amount of savings required to meet your goal of funding private school, college or graduate school tuition.

Risk Comfort Level

Retirement Planning

Social Security Planning

How willing are you to accept large swings in the markets?  We help you gain a realistic understanding of the components of risk.  Risk comfort level goes far beyond just being able to sleep at night.

Social Security Planning

Social Security Planning

Social Security Planning

Create a strategy to get the most money out of social security.  Married?  Divorced?  Plan to keep working until your 70's?  All have different considerations to think about.

Tax Planning

Social Security Planning

Employer Sponsored Plans

It's important to analyze your financial life from a tax perspective.  Whether that's by comparing which retirement account to contribute to, or the timing of income and purchases in retirement.

Employer Sponsored Plans

Social Security Planning

Employer Sponsored Plans

We help companies set up 401(k)s and other employer sponsored retirement plans.  As an employee, we can also answer the question on which funds you should be investing in and when to make changes.

Insurance

Pension Distribution Planning

Pension Distribution Planning

When it comes to financial planning, it is just as important to protect your assets as it is to build them up.  Death, disability and long term care can be three of the biggest road blocks to a successful plan.

Pension Distribution Planning

Pension Distribution Planning

Pension Distribution Planning

Do you know the best age for you to start your pension?  Have you determined the best survivor benefit to select (if any)?  Get the most out of your pension by planning ahead, because mistakes can be permanent.

Federal Employees

Pension Distribution Planning

Federal Employees

Federal Employees have unique benefits with rules applicable to every situation.  We can help with pension calculations, TSP fund selection and numerous other services.  See our Federal Employee page for more information.  Do not go into retirement before checking with us.

Planning Services are typically billed hourly and can be engaged independently of our investment management services.  Please contact Capstone Pacific for further information.

Capstone Pacific Investment Strategies, Inc.

265 S Randolph Ave, Suite 240

Brea, CA  92821

Phone: 626-915-7006     Fax: 626-915-8803     Email: info@capstonepacificinc.com


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