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.
Post Oak Tower