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Capstone Partners Financial and Insurance Services

Making good decisions is the cornerstone of success. At Capstone Partners Financial and Insurance Services, we help people make good financial decisions. We provide guidance and expertise so that the decisions you make will help prepare you for life’s pivotal events. After getting to know and understand your financial situation, we provide you with the information, services and solutions to help you reach your goals. Our comprehensive approach is complemented with a drive to make your dreams a reality.

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Who We Are

Capstone Partners Financial and Insurance Services is an association of more than 100 Financial Professionals who provide customized financial solutions for over 32,500 clients1. We help families, individuals, professionals and business owners understand their unique situations and help them address their financial needs, hopes and desires.

Additionally, we are proud to have Special Care Planners who have received specialized training to help families with special needs’ members address the long-term planning needs and concerns for their families.

How We Can Help

We can help you focus on what’s right for you and the strategies needed to help you get you where you want to be financially.

We can help you see the obstacles that may stand in the way of building your financial future. We strive to remove those obstacles from your path in a simple and understandable manner by presenting you with meaningful and manageable actions you can take with ease and confidence to help move you toward your goals.

Our Commitment

To Our Clients
We are committed to helping clients be prepared financially for the unexpected. We recognize the importance of our role in helping families through difficult times, and are honored to have over $9.8 billion of life insurance in force2. In addition, MassMutual paid out over $25 million of death benefits3 and $4.9 million of disability benefits4 to our clients in 2013. We have also distributed $8.85 million in free5 life insurance to eligible families through MassMutual’s LifeBridgeSM Program.

To the Community
Besides our commitment to helping our clients secure a financial future, we are also committed to giving back to our communities and to enhancing the quality of life in them. At Capstone Partners Financial and Insurance Services, we are proud of our over 15 years of involvement with Children’s Hospital of Orange County (CHOC) and their Foundation with our on-going support for the annual “CHOC Walk.” Our associates participate in the event and actively promote it to clients to help increase community awareness and support of CHOC.



1 An insured, owner, or payer of a MassMutual policy or contract (as of 12/31/13).

2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (as of 12/31/13).

3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (as of 12/31/13).

4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (as of 12/31/13).

5 MassMutual pays the premiums (as of 12/31/13).

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.


Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.


Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.


CRN201412-155576
 


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© 2014 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved.