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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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Compares control, maturity, and performance differences between individual bonds and bond funds.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Reviews annual enrollment dates and options for Medicare participants.

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How much do you need to save each year to meet your long-term financial goals?

This calculator can help you determine whether you should consider converting to a Roth IRA.

This calculator is designed to help you attach a dollar figure to your life’s work.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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