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CAPSTONE INDEPENDENT FIRM

4125 Embassy Drive SE
Grand Rapids, MI 49546

Phone:

(616) 949-7130

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

STRENGTH  -  PERFORMANCE   -   INTEGRITY

Welcome to our web site. Here you will find a wealth of information in the form of newsletters, articles, calculators, and research reports.  We hope that your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with experienced professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.

Explores how investment strategy changes once retirement begins.

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Shows how transfer-on-death designations help avoid probate costs.

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Advises small businesses on cybersecurity risk management.

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Considering some important issues now could provide more options in the event of early retirement.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to determine whether you qualify for the different types of IRAs.

How Long Will It Take to Pay my Balance?

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