retirees

You’ve worked hard for what you have. It’s time to protect it. Your legacy will continue, but for how long? With strategic planning and proper defending of your finances, your family’s future could be guaranteed for generations.

At Caprock Financial, we can institute a personalized plan to protect YOUR legacy.

Caprock

Financial Group

Some winning techniques

we may recommend for you include:

Income
Optimization

Emergency
Builder

Revenue
Replacer

Legacy
Enhancer

Legacy
Defender

Dynasty
Creator

Your Next Step...

Please share a little information about yourself in the form below, and let’s set up a time when we can meet.

Let’s begin.

Dereck Blair
President

51%

of Americans are confident
they’re saving enough

Caprock Financial Group BBB Business Review

6422 98th Street, Suite 200, Lubbock, Texas 79424

Investment advisory services are provided through Motiv8 Investments, LLC, an SEC Registered Investment Advisory Firm. Insurance products and services are provided through Caprock Financial Group and individually licensed insurance agents. Motiv8 and Caprock Financial Group are separate, unaffiliated entities.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Caprock Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Caprock Financial Group’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Motiv8 Investments, LLC.