Thrivent's Digital Budgeting Tools & Resources
Products and services aligned with your priorities.
Working Together to Create a Financial Strategy.
Capitol Region Group is dedicated to continuously review and provide written recommendations on strategies that will help clients achieve their financial goals. Our in-depth financial planning covers topics such as:
- Retirement
- Social Security maximization
- Investments
- Estate strategies
- Tax diversification
- Education planning
Dedicated Planning Services Option
We want to help you reach your financial goals! Through our dedicated advice we can partner together throughout your financial journey. We provide you with financial guidance that evolves as your needs and goals change. The dedicated strategy created for you may be comprehensive in nature, taking into account many areas of your financial life, or it could be focused on one or two topics.
Our Dedicated Planning Services include:
- Ongoing relationship building.
- Personalized dedicated financial planning analysis tailored to your individual needs and objectives.
- Routine conversations to help you stay on track.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
