News and Insights
The investments matter. So do taxes. Protecting your family. Planning your legacy. Making sure all the moving pieces work together.
Our job is to help you see the whole picture, not just one corner of it.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#FinancialPlanning #LegacyMatters #FaithAndFinance
Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time.
A small step today can make a big difference tomorrow.
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#FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused
We love helping individuals and families replace uncertainty with clarity through personalized financial guidance that's built around what matters most to them.
You don't have to have all the answers—you just need a place to start.
https://connect.thrivent.com/capstone-financial-group
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#FinancialConfidence #FinancialPlanning #InvestWithPurpose
Big goals deserve a collaborative approach.
With more than a century of combined experience, our team works together to simplify complex financial decisions and create strategies that support what matters most to you.
Let's put the power of a team behind your financial future.
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#TeamApproach #FinancialPlanning #CapstoneFinancialGroup
Some of the best financial lessons aren't learned in a boardroom—they're learned on a farm.
Growing up on his family's farm in Illinois taught Lane the value of hard work, patience, and planning for the long haul. More than 30 years later, those same principles continue to shape how he helps clients navigate retirement, estate planning, and life's biggest financial decisions.
When he's not serving clients, Lane enjoys spending time with his wife, Shery, and celebrating the accomplishments of their two children.
Hard work. Ethical advice. Long-term relationships. That's Lane.
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#MeetTheTeam #WealthAdvisor #FinancialPlanning #RetirementPlanning #EstatePlanning
Let's build your future with purpose.
https://connect.thrivent.com/capstone-financial-group
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#FinancialPlanning #PurposeBasedPlanning #RetirementPlanning #CapstoneFinancialGroup
The best compliment we can get, is a referral to work with your family and friends.
https://connect.thrivent.com/capstone-financial-group
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Markets fluctuate. Life happens. Plans evolve.
The value of a reliable advisor is helping you move forward with confidence through it all.
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#FinancialPlanning
Because protecting a livelihood means protecting the life someone worked hard to build. We're here to help.
https://connect.thrivent.com/capstone-financial-group
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A smooth unified approach that's build around you.
https://connect.thrivent.com/capstone-financial-group
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Efficient retirement planning is one of Adam's specialties—and it's a field that's constantly evolving. He is passionate about helping clients make informed decisions so they can retire with greater clarity and confidence.
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#RetirementPlanning #RetirementStrategy #FinancialPlanning #RetirementReady
Because when people understand their options, they can make choices with greater confidence.
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#FinancialPlanning #FinancialEducation #FinancialConfidence #WealthManagement #MoneyMatters #PlanningForTheFuture #ClientFocused #FinancialWellness #MakingADifference
Now, Ben brings that same mindset to the clients he serves—helping them build strategies that support their goals, prepare for the future, and make the most of what they've worked hard to earn.
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#FinancialPlanning #MoneyMindset
There have been times when clients have walked through a retirement income plan and been overcome with emotion after realizing, "We can actually retire."
These are the moments that make the work meaningful—helping people prepare for life's milestones and unexpected turns with confidence.
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#FinancialPlanning #RetirementPlanning
Summer is here — and there’s no better time to focus on the future you want to create. ☀️
At Capstone Financial Group, the team believes financial planning should be personal, purposeful, and built around your goals. Whether you’re preparing for retirement, protecting your family, or creating a legacy, their dedicated planning services are designed to help you live your best life.
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#CapstoneFinancialGroup #FinancialPlanning #RetirementPlanning #LiveYourBestLife #PurposeDriven #JuneGoals #FinancialConfidence #WealthPlanning #FutureFocused
At Capstone Financial Group, relationships come first. Through meaningful conversations and personalized strategies, the team works to understand what matters most to you — your family, your goals, your future, and the legacy you want to leave behind.
Your goals matter. Your story matters. Your future matters.
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#FinancialAdvisor #CapstoneFinancialGroup #FinancialFuture #RetirementIncome #ComprehensivePlanning #FamilyFirst #LegacyPlanning #GoalsAndDreams
We are passionate about helping clients navigate life’s changes with personalized guidance, relationships, and comprehensive planning strategies designed around what matters most.
Because confidence isn’t just about finances — it’s about feeling prepared for what’s ahead.
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#SummerGoals #FinancialConfidence #CapstoneFinancialGroup #RetirementReady #FinancialGuidance #PersonalizedPlanning #WealthManagement #FuturePlanning #LiveWithPurpose
June is a great time to pause, reflect, and make sure your financial strategy still aligns with the life you want to live. 🌿
Let’s build a financial blueprint that helps you live your best life.
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#FinancialPlanning #RetirementPlanning #LiveYourBestLife #CapstoneFinancialGroup #Thrivent #FinancialConfidence #LegacyPlanning #FutureFocused #DedicatedPlanning #WealthStrategies #FinancialWellness #GoalsBasedPlanning
The azaleas outside our New Richmond office understood the assignment! 🌸✨
If you're in the area, take a moment to enjoy this beautiful burst of spring before heading on with your day.
#NewRichmond #OfficeViews #AzaleasInBloom #SpringBeauty #BloomWhereYouArePlanted #CommunityConnection #SmallTownCharm #HelloSunshine
When you work with us, it's not just about hitting financial goals — it's also about helping you stay true to your values and what really matters to you.
https://connect.thrivent.com/capstone-financial-group
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