Who We Are
At Capstone Financial, we listen closely to gain a thorough understanding of your goals and dreams. We then craft an individualized financial plan for your future. We also keep you informed of changing trends and the latest strategies to help you remain on track for financial success.
Based in Atlanta, and with offices throughout Georgia, South Carolina and the panhandle of Florida, Capstone Financial assists more than 24,000 clients1 with their unique financial planning needs and issues. Our team of financial professionals has extensive experience working with various professionals, including attorneys, medical professionals, corporate executives, professional athletes and business owners. We also specialize in estate planning, succession planning, investment management, life insurance planning, disability income insurance and executive compensation.
General Agent, Capstone Financial Chuck McCray
Our community involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we’ve earned trust from so many in this area.
Our Measures of Community Value
Through 2015, Capstone Financial has:
- over $7.3 billion of life insurance coverage in force2.
- paid over $26.1 million in life insurance benefits3 and $6.2 million in disability income insurance benefits (claims)4 to our clients.
- paid $19.4 million in dividends5 to Capstone Financial clients who own eligible participating whole life policies with MassMutual.
- distributed $3.6 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.
1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2015).
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 (12/31/2015).
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 (12/31/2015).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2015).
5 The amount of dividends to whole life policyowners in 2015.
6 MassMutual pays the premiums (12/31/2015).