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.
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
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.
About Thrivent
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.
News and insights
Office information
Address:
1021 Superior AveTomah, WI 54660
Operating Hours:
8AM – 4PM M-TH & 8AM – Noon Fridays
Phone:
(608) 921-0833Operating Hours:
M-F: 9am-5pm
Address:
706 E Bell RdPhoenix, AZ 85022
Operating Hours:
M-F: 9am-5pm
Address:
990 HillcrestBaldwin, WI 54002
Operating Hours:
By Appointment Only - Tuesdays & Thursdays
Operating Hours:
M-F: 9am-5pm
Operating Hours:
M-F: 9AM – 4PM
Operating Hours:
M-F: 9AM – 5PM
Operating Hours:
9AM – 4:30 M-TH & 9AM-Noon Fridays
Address:
708 Heartland TrlMadison, WI 53717
Operating Hours:
M-F: 9am-5pm
Operating Hours:
By appointment only