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Capstone Insurance Inc.

2015 Boundary St.Suite #334
Beaufort, SC 29902

Phone:

(843) 524-6954

Fax:

(843) 524-6955

E-mail:

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Financial services for your personal & professional lives.

Thank you for all your Votes:
Lowcountry's Best 2015 - 2025
Insurance Agency | Inurance Agent | Wealth Managment
 
Best of (Bluffton/Suncity) | Community Award 2020 - 2025
Insurance Agency | Inurance Agent | Wealth Managment


Post & Courier's Best 2024
Insurance Agency | Inurance Agent | Wealth Managment

NEW Requirement:
CMS Consent form required for all Marketplace Insurance plans.
Please click here to fill out and submit your consent form
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MEDICARE 

  • Do You Have Medicare? 
  • New to Medicare?
  • Losing your current plan?
  • Not sure if you enrolled into the right plan for you?
  • Can you make any changes now?

All Great questions. We can help, call or text me to setup a time to review.
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Indviudal Health Insurance Options
(under 65 health insurance plans)
Click Here to:
Enroll Now | Get Rates | View Plans Now!
NEW Enrollment ♦ Re-Certify your subsidy ♦ Re-New your plan or Changing plans 

For a FREE Newsletter letter on current issues. or to have us contact you. Contact us (click here)
fill out the form above and we will be in touch.

NOW Google Health Insurance Provider Certified:

As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children' college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that is desinged to help you meet those goals. The good news is that it's never too late to start.

We do not offer every plan available in your area. Currently we represent over 8+ organizations which offer over 40+ products in your area. Please contact medicare.gov, 1-800-MEDICARE, or your local State Health Insurance program (SHIP) to get information on all your options. All Medicare marketing calls will be recorded as of the NEW 2023 CMS mandatory requirements.

 Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 

Investing with Market Cap in Mind

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

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Roth IRA Conversion

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

Required Minimum Distributions

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Goals

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

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