1. OR
  2. Bend
  3. Investment Bank

Capstone Financial Consultants, LLC

 
56328 Fireglass Loop
Bend, OR 97707
(541) 633-7745
investment bank
www.capstonefc.com
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In order to determine what investments may be suitable for a client, I need to accumulate important facts. These include age, income expectations and requirements, current assets and liabilities, income in and outside of any retirement plans, estate planning ideas, willingness to assume certain risks, investment experience and knowledge, the need for diversification, and other factors. I view my CPA background as a bonus for clients; and I use it often in assisting clients so that the right decisions are made to 1) maximize after tax income and 2) preserve and enhance the value of a person’s assets
Mon 9:00 AM to 6:00 PM
Tue 9:00 AM to 6:00 PM
Wed 9:00 AM to 6:00 PM
Thu 9:00 AM to 6:00 PM
Fri 9:00 AM to 6:00 PM
Sat Closed
Sun Closed

Products and Services

Real Estate
REITs
DSTs
Interval Funds
LLC/LP Opportunities
1031/1033
1031
1033
Drilling Funds
Leasebank Funds
Royalties
Money Management
Income Portfolio
Growth Portfolio
Combination Portfolio
Flexibility and Rebalancing
Reporting
DST
Private Real Estate Funds
Public Real Estate Funds
Summary of Objectives

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