CAPSTONE FINANCIAL GROUP, LLC
3500 Blue Lake Drive, Suite-290, Birmingham, AL 35243
Since 2010
Wealth Transfer and Accumulation, Estate Conservation, Disability, Long Term Care and Life Insurance, Annuity Products, Roth and Traditional IRAs, Employee Stock Ownership, Nonqualified Deferred Compensation Retirement Plans, Business, Investments and Retirement Planning, Income Preservation, Business Owner & Executive Strategies
Focus on fee-based planning and portfolio management services ● Serves also in Mobile ● To help individuals and business owners meet their financial goals and objectives ● Offers 401K, 403B & IRA Planning
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GRANDVIEW FINANCIAL GROUP, LLC
Two Perimeter Park South, Suite 310 E, Birmingham, AL 35243
Since 2002
Annuities, 401(K), 403(B), 457 Plans, Asset Allocation and Diversification, Separately Managed Accounts, Alternative Investments, Repaying Student Loans, Stocks, Bonds, Tax-Free Investing, Life Insurance, Long-Term Care Options, Estate Planning, Retirement Plan Distributions, Income in Retirement, Social Security & Medicare
Specializes in strategies for retirement plan distributions ● Their team consists of advisors who have years of experience and they use their knowledge to serve you and your family
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LEGACY ADVISORY GROUP, LLC
4958 Valleydale Road, Suite 102G, Birmingham, AL 35242
Since 2015
Social Security Optimization, Investment Advisory, Wealth Protection, Charitable Planned Giving, Employee Benefits Advisors, Accountants, Structured Income, Retirement & Legacy Planning
Expertise on risk management, investing principles and strategies ● Specializes in creating an approach that is designed to address your individual situation ● Their advisors are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family’s requirements
TBR® Inspection Report