Additional information
Additional Information
At Capitol Region Group, we strive to be warm, real and bold. Words we use to describe our service include engaged, interested, competent, diligent, process oriented, informative, reliable, transparent and relatable.
Capitol Region Group Connection | Fall Edition
Capitol Region Group is excited to share our Fall 2024 Newsletter. This edition includes exciting news about our team and upcoming events and a new column called "Client question corner." Plus, you’ll get to know valued clients Cliff and Diane Foughty.
FAQs
Below are some frequently asked questions and answers that we hope you find helpful.
Q: What is My Thrivent?
A: As a Thrivent client, you can conveniently and securely view and manage your accounts online 24/7 through My Thrivent. After registering, you'll have access to all your Thrivent products, including life and health insurance, annuities, mutual funds, interval funds and brokerage accounts.
Sign up now for easy and secure access to your Thrivent accounts.
Register for My Thrivent account access
Need help? Contact Client Service at 800-847-4836 and say "Log in."
Q: How do I register for My Thrivent?
A: Visit the login page and click the "Register Now" link. Then, follow these steps:
- Input your Thrivent ID number and birth date. Select the "Continue" button.
- Confirm your mailing address. Input your email address twice. Input your phone numbers.
- Create a username and a password.
- Review and agree to the Terms of Use and Privacy Policy. Select the "Continue" button.
- Go to your email inbox for the email address you entered in step two. Click the “verify” link in the email.
Once complete, you can log in normally at thrivent.com/mythrivent.
Q: What if I forgot my Thrivent username and can’t log in to My Thrivent?
A: Follow these steps to retrieve your username:
- Go to thrivent.com/mythrivent.
- Choose the "Forgot your username” link.
- Enter your email address and click “send email.”
- Go to your email inbox for the email address you entered in step three and look for the email that contains your username.
- Click the “continue to login” link in the email.
Q: How does the Thrivent mobile app work?
A: Thrivent’s mobile app is an easy, personalized and secure way to manage your money with purpose. Download the app to stay connected to your accounts, monitor your investments, direct Choice Dollars® and more from the convenience of your phone.
Q: How do I open a secure email?
A: Follow these steps:
- Input your Thrivent ID number and birth date. Select the "Continue" button.
- Confirm your mailing address. Input your email address twice.
- Create a username and a password.
- Review and agree to the Terms of Use and Privacy Policy.
- Go to your email inbox for the email address you entered in step two.
Q: How do I change my login security information?
A: You may change your login security information when you’re logged in to thrivent.com by following these steps:
- Click the drop-down menu by your name at the top right of the Account Overview page.
- Select "Profile and settings."
- Choose "Personal information."
- Click "Edit," update your information and click "Save."
Q. What are your services?
A. The 4 core services we provide are retirement, investment, legacy and tax planning.
Q. Is there an account minimum?
A. Although there is no minimum requirement for financial advice in general there are still account minimums for some products. We firmly believe that everyone should have access to financial advice.
Q. Do I need a large portfolio to become a client?
A. You don’t need a large portfolio to start working with us. If you have a strong income and are seeking financial guidance, we should have a conversation. There’s no one-size-fits-all approach.
Q. What’s your overall investment philosophy?
A. Our investment philosophy is based on your goals, risk tolerance, and overall opportunity in the stock and bond market.
Q. Who will be my primary contact person?
A. Your primary contact person will depend on your preference and which financial professional on the team can bring the most value to your needs. Other team members will be introduced to you when appropriate.
Q. What is the advantage of your team-based approach?
A: We firmly believe that a team-based, collaborative approach is the best way to meet and exceed your financial planning needs. Our team approach enables us to blend multiple specialties and areas of expertise when helping you work toward financial freedom.
Q. What does the typical financial planning relationship look like?
A. You are in control. We work at your pace. We first talk about what you want to talk about, and not what we want to talk about. Lastly, our clients usually have two or three one-hour consults per year, plus shorter phone calls when needed.
Q. What will next steps look like if I am ready to move forward?
A. If you decide to work with us, we will collect some more information to sharpen the pencil on your customized and comprehensive financial plan. We will then do a thorough analysis and begin to construct it. From there, we will set up meetings to help educate and empower you as we work on executing your financial plan.
Q: How can I create healthy budgeting, saving and spending habits to improve my financial wellbeing?
A: Check out Money Canvas™, a free virtual money coaching service from Thrivent that helps you see your money in a new way and build better financial habits.
Q: What is Thrivent Choice®?
A: Eligible clients with membership can recommend where Thrivent distributes some of its charitable grant funds. These recommendations are shared by directing Choice Dollars to enrolled nonprofit organizations, including churches.
Q: What is the Tax Resource Center?
A: The Thrivent Tax Resource Center is a guide to help you navigate the tax season. Please consult with your tax advisor about your specific tax situation.
Q: What is a Thrivent Action Team and how do I lead one?
A: We all want to give back, but sometimes it’s hard to know where to begin. Thrivent Action Teams can help you make a positive impact in your community. If you’re a Thrivent client with membership, you can gather a team of friends, family or neighbors to hold a fundraiser, educational event or service activity. Thrivent will provide the resources you need to get started—including up to $250 in seed money.
Q. Do you have any tools to help with retirement planning?
A: Yes, below are some helpful resources. Give us a call to further explore your options.
Retirement income planning calculator
Q: Do you have online tools or calculators related to debt and savings?
A: Follow the link below for variety of resources that may help answer your questions.
Debt and savings tools and calculators
Q: Is there a quick way to estimate how much life insurance I need?
A: Use the calculator below to get a sense of how much life insurance you may need. Feel free to call us to further discuss your needs.
Q: Do you have any loan calculators available online?
A: Yes, we have three different calculators you can access, depending on your needs. Feel free to reach out if you have additional questions.