Education planning

Capstone Pacific Investment Strategies, Inc. is a registered investment advisor and fiduciary launched in 2010 after decades with broker/dealers. The firm offers investment management and financial planning for businesses, individuals and families, with offices in Tustin, CA, Fort Collins, CO, and Hebron, NE.

401(k) setup and reviewfederal benefits guidancefinancial planninginvestment managementpension distribution planningretirement planningsocial security planningTax planning

EA Wealth Management, LLC is a financial planning and investment advisory firm based in Fort Worth, TX. Founded and led by CEO Ekua Anyanful, a Certified Financial Planner CFP® with over 23 years of industry experience, the firm provides trusted and independent advice, investment recommendations, financial plans, and insurance products to individuals, business owners, young investors, pre-retirees, retirees, and international clients.

financial planninginsurance strategiesinvestment managementretirement planningrisk management

Jones Wealth Management Group was launched in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice that educates and helps clients build, manage and maintain wealth. Led by Martavius D. Jones, a Chartered Federal Employee Benefits Consultant, the firm focuses on federal government employees but also serves individuals, families, small businesses, trusts, pension, and retirement plans.

Asset allocationBusiness retirement plan installationComprehensive financial planningestate planningFederal retirement benefit analysisFee-based money managementInsurance needs modelingretirement planningRetirement plan rollover/distribution managementTax planning