Caprock Financial Group

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

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or map...
06/03/2026

What is your biggest tax-planning priority right now? Whether it is reviewing RMDs, adjusting estimated payments, or mapping out charitable giving, midyear can be a useful time to take stock before year-end.

📥 Download our Midyear Tax Planning Guide to build your checklist. https://lp.caprockfinancialgroup.com/midyear-tax-planning/?UTM=social

Social Security is one of the most common retirement planning topics, and many people want to understand how claiming ag...
06/01/2026

Social Security is one of the most common retirement planning topics, and many people want to understand how claiming age, taxes, and other income sources can influence their long-term plan. Our newsletter shares straightforward education so you can learn the basics and bring better questions to your planning conversations. Subscribe through our website at https://caprockfinancialgroup.com/subscribe/?UTM=newsletter-social.

05/29/2026

Laddering CDs can give you higher interest rates while keeping part of your savings accessible.

Happy 529 Day! A brighter future starts with thoughtful planning:🎓 Explore 529 plans: These accounts offer tax advantage...
05/29/2026

Happy 529 Day! A brighter future starts with thoughtful planning:

🎓 Explore 529 plans: These accounts offer tax advantages for education savings.
🎓 Start early: Even small contributions grow significantly over time.
🎓 Look for state benefits: Some states offer deductions or matching contributions.
🎓 Automate contributions: Simplify savings with regular deposits.
🎓 Know eligible expenses: 529 plans can cover tuition, books, and more.

Every dollar saved is a step closer to educational goals!

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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