Capstone Financial Group, LLC

Capstone Financial Group, LLC We are a financial planning & services practice committed to helping businesses, individuals, and families pursue their financial goals.

We are a financial services practice committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing you with assistance, the right information and a structured plan of action: "The Capstone Way

". We bring different ideas and a different approach to comprehensive planning to our clients. We endeavor to know and understand your financial situation and provide you with high quality information, services, and products to help you reach your goals. While developing a customized financial program, we will walk you through a step-by-step strategy to help make you feel more confident in your decisions. Once your goals have been established, we can customize appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing the following products and services:

- Insurance and Annuity Products
- Investments
- Retirement Strategies
- Estate Conservation Strategies
- Fee Based Planning & Portfolio Management Services

Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., (800) 247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Doug Ingram, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative and Financial Advisor. Capstone Financial Group LLC is not an affiliate of any company of the Principal Financial Group. AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want ...
11/14/2025

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
https://ow.ly/SfhW50XpXG6

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

Today, we honor the brave men and women who’ve served our country with courage and sacrifice. Let’s celebrate their unwa...
11/11/2025

Today, we honor the brave men and women who’ve served our country with courage and sacrifice. Let’s celebrate their unwavering spirit and commitment! 🌟 Share your gratitude, attend a local parade, or enjoy a moment of silence. Every act of remembrance counts! 🎖️❤️

11/10/2025

The latest issue of Market Week is available.

11/10/2025

Market Month: October 2025

🎃👻 Happy Halloween, my ghoulish friends! 🎉✨ May your night be filled with spooky treats, hauntingly good vibes, and pump...
10/31/2025

🎃👻 Happy Halloween, my ghoulish friends! 🎉✨ May your night be filled with spooky treats, hauntingly good vibes, and pumpkin-spiced everything! 🎃🍬 Whether you're trick-or-treating or cozying up with a ghost story, let the magic of this season shine! Share your costume pics! 🕸️💀

An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays. This...
10/30/2025

An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays. This interactive flipbook can help....
https://ow.ly/SAZm50X4xJL

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path. Thi...
10/27/2025

The road to retirement is seldom smooth. You need a sound savings strategy to help overcome obstacles in your path. This interactive flipbook is a great starting point...
https://ow.ly/NNv350X4xAs

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use. This interact...
10/24/2025

Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use. This interactive flipbook can help....
https://ow.ly/32e150X4xv6

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. This int...
10/24/2025

Weighing the risks and rewards of various investment options can help you develop a sound investment strategy. This interactive flipbook can help....
https://ow.ly/hX3P50X4xnj

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods. Thi...
10/20/2025

College is an investment in your child’s future. It requires a savings commitment and knowledge of funding methods. This interactive flipbook can help....
https://ow.ly/5KHF50X4xhK

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. This ...
10/17/2025

Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options. This interactive flipbook can help...
https://ow.ly/33pY50X4x9B

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

The decisions you make about money form the basis for your financial future and can help you pursue your goals. This in...
10/13/2025

The decisions you make about money form the basis for your financial future and can help you pursue your goals. This interactive flipbook can help....
https://ow.ly/7SWv50X4x3U

Contact the Capstone Financial Group for more details:
Call (866) 74-PEACE….that’s (866) 747-3223

Address

Cahaba Heights, AL

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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We are a financial services practice committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing you with assistance, the right information and a structured plan of action: "The Capstone Way". We bring different ideas and a different approach to comprehensive planning to our clients. We endeavor to know and understand your financial situation and provide you with high quality information, services, and products to help you reach your goals. While developing a customized financial program, we will walk you through a step-by-step strategy to help make you feel more confident in your decisions. Once your goals have been established, we can customize appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing the following products and services:

• 401(k) / 403(b)

• Annuities

• Asset Allocation Analysis