Capstone Tax & Financial

When our tax firm started in 1983, it quickly became clear that many of our tax clients were suffering from poor investment advice. Often, clients were placed in the wrong investments by advisors who either did not fully understand the tax implications or failed to consider the client's complete financial situation. We believe that all aspects of your financial picture should be given equal emphasis, including the tax impact on your investments. Every financial decision, from your investment choices to financing a home, saving for retirement, funding a child's education, planning your legacy, or business planning, has a tax consequence. At Capstone Tax & Financial, we pair these financial decisions with tax planning, giving you a comprehensive financial plan. Give us a call today: Saline: (734) 429-1040 Dennis Michalak, Christopher Michalak and Nicholas Kaster. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated insurance agency. Please visit https://www.avantax.com/about/legal-compliance-policies/social-media-policy for more information. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000