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I've got valuable information and resources to share. Explore away! And check back often.

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👋 Meet Travis Kloehn, FIC, RICP®️, CKA®️ 📍 Financial Consultant | Thrivent | Serving New London & Beyond 🤝 He collaborates with accountants and estate attorneys to help clients minimize taxes and preserve their legacy — so they can live well and leave well. 🏡 Travis lives in New London with his wife Heather (also the Office Manager!) and their four children: Trent, Mason, Madeleine, and Allison. Together, they enjoy family vacations, golf, sports, the arts, and hunting. 🙏 Faith and community are central to Travis' life. He’s an active member of Emanuel Lutheran Church, the New London Lions Club, and volunteers with Junior Achievement, teaching financial literacy to 5th and 7th graders. Ready to build a plan that reflects your values and vision? Travis is ready to help. 📞 Let’s connect! For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #Thrivent #FinancialPlanning #RetirementReady #LiveAndLeaveALegacy #CKA #RICP #NewLondonWI #FaithAndFinance #MeetTheAdvisor

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👋 Meet Travis Kloehn, FIC, RICP®️, CKA®️ 📍 Financial Consultant | Thrivent | Serving New London & Beyond 🤝 He collaborates with accountants and estate attorneys to help clients minimize taxes and preserve their legacy — so they can live well and leave well. 🏡 Travis lives in New London with his wife Heather (also the Office Manager!) and their four children: Trent, Mason, Madeleine, and Allison. Together, they enjoy family vacations, golf, sports, the arts, and hunting. 🙏 Faith and community are central to Travis' life. He’s an active member of Emanuel Lutheran Church, the New London Lions Club, and volunteers with Junior Achievement, teaching financial literacy to 5th and 7th graders. Ready to build a plan that reflects your values and vision? Travis is ready to help. 📞 Let’s connect! For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #Thrivent #FinancialPlanning #RetirementReady #LiveAndLeaveALegacy #CKA #RICP #NewLondonWI #FaithAndFinance #MeetTheAdvisor

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The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals. 🎯 Bonus: A little prep now = less stress in April. Let’s tidy up your finances and start 2026 with clarity. #PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals. 🎯 Bonus: A little prep now = less stress in April. Let’s tidy up your finances and start 2026 with clarity. #PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait — October is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait — October is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Typically higher interest rates Growth that’s tax-deferred Flexibility for future income planning Sometimes the best “renewal” is a better opportunity. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Typically higher interest rates Growth that’s tax-deferred Flexibility for future income planning Sometimes the best “renewal” is a better opportunity. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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📣 We're Hiring: Part-Time Office Professional – Greenville Location Are you (or someone you know) looking to join a collaborative and client-focused team? We're seeking a Part-Time Office Professional to support our Greenville office. 🗓️ Schedule: Monday–Thursday | 9:00 AM – 3:00 PM 📍 Location: Greenville, WI This is a great opportunity for someone who values organization, enjoys helping others, and is ready to contribute to a positive team environment. 📧 Interested? Send your resume to Steven.Guyette@Thrivent.com 📞 Or call us at (920) 840-6780 for more details. For disclosure information, see thrivent.com/social #NowHiring #JoinOurTeam #OfficeProfessional #GreenvilleWI #PartTimeOpportunity

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📣 We're Hiring: Part-Time Office Professional – Greenville Location Are you (or someone you know) looking to join a collaborative and client-focused team? We're seeking a Part-Time Office Professional to support our Greenville office. 🗓️ Schedule: Monday–Thursday | 9:00 AM – 3:00 PM 📍 Location: Greenville, WI This is a great opportunity for someone who values organization, enjoys helping others, and is ready to contribute to a positive team environment. 📧 Interested? Send your resume to Steven.Guyette@Thrivent.com 📞 Or call us at (920) 840-6780 for more details. For disclosure information, see thrivent.com/social #NowHiring #JoinOurTeam #OfficeProfessional #GreenvilleWI #PartTimeOpportunity

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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? We're here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? We're here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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🌟 Meet Al Davies, CFP®️, FIC 🌟 Financial Consultant | Thrivent | Serving Since 2007 Outside the office, Al is a dedicated husband to Heidi and proud father of two boys, Blake and Brandon. He’s an active member of Appleton Alliance Church, where he volunteers regularly. When he’s not helping clients or serving his community, you can find him outdoors enjoying hunting, fishing, or boating with his family. Ready to plan your financial future with confidence? 📞 Let’s connect! #Thrivent #FinancialPlanning #AppletonWI #GreenvilleWI #FaithAndFinance #MeetTheAdvisor #CFP #ServingSince2007 #CommunityFocused For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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🌟 Meet Al Davies, CFP®️, FIC 🌟 Financial Consultant | Thrivent | Serving Since 2007 Outside the office, Al is a dedicated husband to Heidi and proud father of two boys, Blake and Brandon. He’s an active member of Appleton Alliance Church, where he volunteers regularly. When he’s not helping clients or serving his community, you can find him outdoors enjoying hunting, fishing, or boating with his family. Ready to plan your financial future with confidence? 📞 Let’s connect! #Thrivent #FinancialPlanning #AppletonWI #GreenvilleWI #FaithAndFinance #MeetTheAdvisor #CFP #ServingSince2007 #CommunityFocused For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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What a summer! A huge thank-you to everyone who came out and supported our Brat Fry events this season. Your generosity and community spirit helped make each one a huge success. ❤️✨ For more information visit Thrivent.com/social.

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What a summer! A huge thank-you to everyone who came out and supported our Brat Fry events this season. Your generosity and community spirit helped make each one a huge success. ❤️✨ For more information visit Thrivent.com/social.

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🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸 ✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life. 🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options. 📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated. #RetirementPlanning #RothIRA #FinancialGoals For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸 ✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life. 🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options. 📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated. #RetirementPlanning #RothIRA #FinancialGoals For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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