Our mission is to help you live your best life.
Capstone Financial Group
Capstone Financial Group provides Dedicated Planning Services to help you work toward your goals and dreams—and ultimately live your best life. Whether you want to plan for retirement, protect your family in case of an unexpected event or leave a legacy for the people and causes you care about, our dependable team can help.
Capstone is defined as "a crowning achievement,” and we want you to feel like you’re one step closer to living your best life each time you work with us. Our name also means “a multifaceted assignment that serves as a culminating academic and intellectual experience.” Through collaborative teamwork, we will strive to educate and prepare you for a financial future that honors your goals, values, family and community.
Team intro
Capstone Financial Group provides Dedicated Planning Services to help you work toward your goals and dreams—and ultimately live your best life. Whether you want to plan for retirement, protect your family in case of an unexpected event or leave a legacy for the people and causes you care about, our dependable team can help.
Capstone is defined as "a crowning achievement,” and we want you to feel like you’re one step closer to living your best life each time you work with us. Our name also means “a multifaceted assignment that serves as a culminating academic and intellectual experience.” Through collaborative teamwork, we will strive to educate and prepare you for a financial future that honors your goals, values, family and community.
Our story
Capstone Financial Group was launched in March 2020 by four long-term financial advisors who are also good friends. Our practice was created to improve the client experience and offer more comprehensive dedicated planning services. One of our specialties is serving clients in the “retirement red zone,” which includes those who plan to retire within the next five years or have retired within the past twenty years.
Our team
Our advice approach
Building your financial blueprint
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
We are dedicated to delivering customized strategies and attentive service. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.
About Thrivent
How we’re different
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Additional information
Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you.
News and insights
Contact
Office information
Address:
Phone:
(608) 372-3002
Fax:
(608) 374-2634
Email:
capstonefinancialgroup@thrivent.com
Operating hours:
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all team members may provide all products, programs and services in all states.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
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