Capstone welcomes the opportunity to work with your existing CPA, financial planner or financial advisor. Capstone always works with the client's existing team of professionals, i.e., insurance professionals, CPAs, attorneys, etc. who already know their client, thus bringing this familiarity to bear in serving the client's needs.

Captive insurance planning requires extensive involvement by attorneys with specific regulatory, corporate and tax skills. We welcome the opportunity to work with your existing law firm or with THE FELDMAN LAW FIRM LLP, with whom we often affiliate.