News and Insights
Together, we can discuss which annuity type is the right fit for your financial goals.
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By working with a CAP®️-certified advisor, you get:
✅ Expert guidance on charitable giving & legacy planning
✅ Strategies to maximize tax benefits & impact
✅ A personalized roadmap to align wealth with purpose
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Thinking about creating a giving plan? Let's connect!
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #livegenerously
Schedule an appointment to review your finances.
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https://connect.thrivent.com/capstone-financial-group
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#finances #wealth #financialfreedom #tipoftheday
Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you.
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Effective planning begins with an understanding of the various types of income.
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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. For disclosure information, see thrivent.com/social
WOW!!! Can you believe these numbers? Total financial impact of over $26.1 million, along with over 423,969 volunteer hours contributed by our clients.❤️❤️ #livegenerously
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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events.
https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership
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Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Schedule an appointment to learn how we can help you on your journey.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
When you’re prepared for retirement’s uncertainties and possibilities, you can more feel confident knowing your income needs can be met for life.
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Melanie is the President of the Autism Support Group of St. Croix Valley, a local group serving St. Croix and surrounding Wisconsin Counties. They hold in person support groups every month for individuals with autism or other disabilities and their family members. They share resources, connect people with advocates, and work to build a more inclusive community and world. Melanie’s favorite part of being in the group is making friends and learning new information about autism. She feels the best way to celebrate Autism Acceptance Month is to uplift autistic voices and share positive stories with others.
https://www.facebook.com/people/Autism-Support-Group-of-St-Croix-Valley/100090913539283/
www.autismstcroixvalley.weebly.com
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If you're seeking financial guidance that resonates with your faith, values, and legacy, partnering with us is a wise choice!
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#FIC #FaithBasedFinance #LegacyPlanning #ValuesDrivenWealth
✅ Comprehensive Expertise – CFP®️ professionals are trained in investments, retirement planning, tax strategies, estate planning, and more.
✅ Fiduciary Commitment – They are ethically bound to act in your best interest at all times.
✅ Higher Standards – Earning the CFP®️ designation requires extensive education, rigorous exams, and ongoing learning to stay up-to-date on the latest financial strategies.
✅ Personalized Planning – A CFP®️ professional takes a holistic approach to financial planning, ensuring your plan is tailored to your unique needs and future aspirations.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Helping you follow your heart.
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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Thrivent's charitable planning offerings and generosity programs enable you to live generously, whether you’re volunteering or donating funds.
https://www.thrivent.com/generosity
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Our advisors have advanced knowledge in retirement income planning, including:
✔️ Strategies to maximize Social Security & pensions
✔️ Tax-efficient withdrawal planning
✔️ Long-term care & healthcare considerations
✔️ Sustainable income solutions for a confident retirement
With us, you get a personalized approach to turning your savings into a reliable income stream—so you can enjoy retirement on your terms.
📱(866) 561-2331
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 and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
By aligning our financial decisions with our core values and beliefs, we can create a more meaningful and fulfilling life.
📱(866) 561-2331
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.