What Is Your Plan

What is your plan?

Charting Your Financial Course

We pride ourselves on the extensive tenure of our clients. Through our timely and responsive communication, our goal is to make you feel confident about making educated decisions as it relates to your retirement plan. We spend a great deal of time focusing on your needs in effort to ensure you have all the information necessary to stay informed and on top of your retirement plan.



Capstan Compass

The Capstan Difference

  • Customized retirement plan solutions for companies large and small
  • Long client tenure and low turnover
  • 65 years of combined financial experience
  • Wall Street capabilities with a hometown Commitment
  • Spirited community involvement is part of our commitment and what makes service a cornerstone of Capstan's overall mission
  • Backed by the strength of the Wells Fargo Advisors Network, a non-bank subsidiary of Wells Fargo & Company

Customized Retirement Plan Strategies for Companies Large & Small

We have the experience to help ensure a cost-effective strategy for every employer. With access to a full range of products from today’s most reputable providers, and personalized guidance direct from our dedicated team of retirement planning specialists, each and every plan member will receive the tools they need to retire with confidence.
Retirement Plan Services

Retirement Plan Services

  • 401(K) PLANS
  • DEFERRED COMPENSATION PLANS
  • PROFIT SHARING PLANS
  • DEFINED BENEFIT PLANS
  • SEP IRA, SIMPLE IRA
  • 403(B) PLANS
  • ESOP
  • 457 PLANS

Full-Service Plan Administration

  • Facilitate fiduciary responsibility and proper plan documentation.
  • Select the provider(s) best-suited to your company’s specific needs.
  • Disclose all plan-related fees in advance.
  • Ensure compliance in today’s complex regulatory environment.

Consultation & Advisory Services

  • Conduct one-on-one investment consultations with plan members.
  • Create an Envision® Retirement Plan that reflects each client's own needs and objectives.
  • Educate and inform regarding new/existing products, market conditions, and other relevant factors.

ACCESS YOUR 401K ACCOUNT

Inquires Handled By Capstan Financial

  • Individual Investment Planning and Guidance
  • Help with Investment Choices and Contribution Amounts
  • Discuss Beneficiary Designations
  • Questions about Rollovers

Inquires Handled By Your Provider

  • Check Account Balance
  • Handle Account Transactions Over the Phone
  • Check on Your Detailed Account Information
  • Request Statement Copies
Please click on the name of your 401K Provider. This will direct you to your provider's login page.