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We, at Capstone Financial Group, offer flexible, dependable advice for every season of life.
📱866-561-2331
#FinancialBlueprint #LifeChanges #SmartPlanning #CapstoneFinancialGroup
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Together, we’ll make every milestone feel like a meaningful success.
#CapstoneMeaning #FinancialConfidence #ClientFocused
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We help people navigate life with financial clarity and confidence. 🗓️
📱 (866) 561-2331
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#PurposeDrivenFinance #LiveGenerously #FinancialGuidance #ThriventPartner
Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Guarantees based on the financial strength and claims paying ability of Thrivent.
You’re the author of your life story.
We’re just here to help you make wise financial decisions along the way.
You lead the vision – we provide a flexible process that follows your path, helps you pivot, and gives you confidence to move forward.
📅 Schedule a time to talk – no pressure, just possibilities.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
We can help you:
🧾 Build sustainable income in retirement
💸 Coordinate Social Security and savings
📊 Minimize tax impact
🛡️ Include protection for unexpected life events
Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future.
#MoneyTip #SocialSecurityStrategy #FinancialFreedom
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Waiting pays—if you can afford to. Let’s map it out together. 🗺️
#MoneyTip #SocialSecurityStrategy #FinancialFreedom
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Not your typical financial advisor. And that’s the point.
#ThriventAdvisor #FinancialFaithfulness #NotYourAverageAdvisor
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It’s all part of living your best life—with a plan.
📱866-561-2331
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
#FamilyFirst #LegacyPlanning #PlanForTomorrow #CapstoneMission
Capstone Financial Group, founded in March 2020 by four long-time financial advisors and friends, aims to enhance client experiences with comprehensive planning services. They specialize in assisting clients in the "retirement red zone," focusing on those planning to retire in the next five years or who have retired within the last twenty years.
📱866-561-2331
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
#FaithBasedFinance #FinancialWellness #Thrivent
We talk about:
✅ What you’re passionate about
✅ Who you’re providing for
✅ How you want to make an impact
It’s not just financial planning — it’s life planning with purpose.
📱866-561-2331
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
#FaithBasedFinance #FinancialWellness #Thrivent
Tax diversification = more control over your future income and tax brackets.
#TaxStrategy #RetirementPlanning #SmartInvesting
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Let’s work on building resilience into your portfolio.
#RetirementPlanning #RiskMitigation #InvestSmart
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Have you covered your bases? Let’s talk.
#RiskManagement #PlanForTheUnexpected #SmartMoneyMoves
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Let's navigate changes in your financial journey with confidence.
📱(866) 561-2331
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time.
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That’s why having our team in your corner is a game-changer.
(866) 561-2331
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Because every great comeback starts with a new day.
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#StrongerTomorrow #FinancialResilience #NewBeginnings
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
Just finished taxes? Great! Now is the best time to use that info for smarter planning—whether it’s investing a refund, increasing retirement contributions, or adjusting withholdings.
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.