Maxwell Madsen Financial Planner at Capstone Partners - Utah

Maxwell Madsen Financial Planner at Capstone Partners - Utah CA Insurance Lic. / AR License Number 17099545 / Finra CRD 6264500

I offer a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate

strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I provide an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them. I am licensed to sell insurance in: AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY and securities in: Arizona, New Mexico, California, New York, Colorado, Ohio, Florida, Oklahoma, Georgia, Oregon, Hawaii, Pennsylvania, Idaho, South Carolina, Illinois, Indiana, Texas, Maryland, Massachusetts, Utah, Michigan, Vermont, Minnesota, Virginia, Mississippi, Washington, Nevada, Wyoming, and New Jersey. I am a registered representative of and offer securities, investment advisory services and financial planning through MML INVESTORS SERVICES, LLC, member SIPC (www.sipc.org). Branch office and Supervisory address: Suite 320, 2901 W Bluegrass Blvd, Lehi, UT 84043
MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representative.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4uyOZrG

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Address

2901 W Bluegrass Boulevard, Suite 320
Lehi, UT
84048

Telephone

+13854754220

Website

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