Caprock Financial Group

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Caprock Financial Group We help our clients find their passion and design a strategy to live it. https://bit.ly/3IKCuTo

♠️ Did you know? Annuities can be a useful tool for managing your finances, including essential expenses like housing, f...
11/05/2026

♠️ Did you know? Annuities can be a useful tool for managing your finances, including essential expenses like housing, food, and healthcare. Explore how these options could potentially contribute to your retirement plan. Explore our guide on annuities to understand their potential role in your financial future!

📥 Download your guide here https://caprockfinancialgroup.com/ace-annuities/?UTM=whitepaper-social

Asking yourself any of these?❓ Did my tax bracket change?❓ Am I making use of the new contribution limits?❓ Do I qualify...
11/04/2026

Asking yourself any of these?
❓ Did my tax bracket change?
❓ Am I making use of the new contribution limits?
❓ Do I qualify for the new senior deduction?
❓ Should I consider a Roth conversion?

Our complimentary 2026 Tax Planning Guide can help you think through each one. Download your copy here: https://lp.caprockfinancialgroup.com/annual-tax-planning/?utm_campaign=whitepaper

For educational purposes only. Not tax, legal, or investment advice.

November is Long-Term Care Insurance Awareness Month! Plan for future needs:• Assess potential costs: Understand the fin...
11/04/2026

November is Long-Term Care Insurance Awareness Month! Plan for future needs:

• Assess potential costs: Understand the financial impact of extended care.
• Research policies: Compare coverage options and premium structures.
• Start early: Policies are more affordable when purchased younger.
• Include family in planning: Discuss needs and expectations with loved ones.
• Review benefits regularly: Ensure plans align with evolving needs.

Preparation today supports care tomorrow.

I'm excited to announce that I've recently joined the Collegiate Financial Advisor Network (CFAN™) as the network's desi...
11/03/2026

I'm excited to announce that I've recently joined the Collegiate Financial Advisor Network (CFAN™) as the network's designated Financial Advisor serving Texas Tech University!

Through CFAN, I'm looking forward to bringing the specialized financial education, resources, and planning services that Collegiate Financial Group has provided to college athletics and higher education professionals across the country for more than 20 years right here to the Texas Tech community.

From navigating university retirement benefits and investment options to managing accounts from previous institutions and planning for the future, my goal is to be a local financial resource who understands the unique needs of those working in college athletics and higher education.

I'm excited to build relationships with Texas Tech faculty, staff, administrators, and coaches and help them make more informed, confident financial decisions.

If you're part of the Texas Tech community, I'd love the opportunity to connect! Whether you have questions about your financial options or would simply like to introduce yourself, please don't hesitate to reach out.

📞 Phone: (806) 403-1118
📧 Email: [email protected]
📅 Schedule a Conversation: https://calendly.com/cfan-meeting/cfan-30-minute-meeting

Retirement comes with important questions, and it can be hard to know what to focus on first. Our newsletter shares help...
11/02/2026

Retirement comes with important questions, and it can be hard to know what to focus on first. Our newsletter shares helpful education on retirement income planning, tax planning, Social Security timing, and long-term care topics in a way that is easy to follow. If you want guidance you can read at your own pace, subscribe through our website today. Join the mailing list at https://caprockfinancialgroup.com/subscribe/?UTM=newsletter-social.

Time for tricks, treats, and a hauntingly good time! 🎃👻
10/31/2026

Time for tricks, treats, and a hauntingly good time! 🎃👻

10/30/2026

If you're 50 or older, check if you're eligible for 401(k) catch-up contributions to increase your retirement savings.

Address

6422 98th Street Suite 200
Lubbock, TX
79424

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 12pm

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