Combining Mathematical Analytics and Personal Relationships to Deliver a Goal-Based Financial Planning

Capstone was interviewed for the Action & Ambition podcast, featured on Entrepreneur.com, where he discusses his thought process as a financial advisor and how he works with his clients to create sound recommendations based on their lifestyle and aspirations.

Listen to the podcast on Entrepreneur.com  

Disclosures:

This podcast is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This podcast is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

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