A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.The key? Timing matters.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState 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
A capstone isn't just an ending — it's the culmination of everything that came before it. That's the standard we hold ourselves to.Through real teamwork, we help you plan for retirement, protect what matters most, and build a legacy that honors your family and community.This isn't generic advice. It's a dedicated plan for your best life. 🎯For disclosure information, see thrivent.com/social
Retirement planning by day. Courtside, poolside, and on the water by night.Scott doesn't just build game plans for clients — he lives one. Three kids, three college sports (swimming, rowing, volleyball), and a varsity girls basketball coaching gig on the side.Work hard. Cheer harder. On, Wisconsin. ❤️For disclosure information, see thrivent.com/social
You’ll likely find Michael cheering on his daughter Kayleigh at dance, coaching his son Maxon’s baseball teams, or hanging out with the family’s Aussie-doodle, Cooper.He grew up around Janesville and Fort Atkinson and is proud to now serve those same communities as part of Capstone Financial Group.For more information visit Thrivent.com/social.#MeetTheTeam #RetirementPlanning #JanesvilleWI #FortAtkinsonWI
Buying a financial product is one decision.Building a financial plan is a process.That's why we've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list.For more information visit Thrivent.com/social.#FinancialConfidence #PurposeDrivenPlanning
Adam has been with Thrivent since 2006, helping clients make sense of their finances and build strategies around what matters most to them.When he’s not helping clients find financial clarity, you’ll probably find him coaching his daughters, cheering on Wisconsin football or basketball, or squeezing in a game of tennis.And the family goal? Visit all 50 states with their daughters before they graduate high school. For disclosure information, see thrivent.com/social#MeetTheTeam #AdamSchinke #FinancialPlanning #FinancialConfidence
For more than three decades, Lane has helped clients navigate retirement income, estate planning, investments, taxes, and the many financial decisions that come with life.But what really sets him apart? He takes the time to know the person behind the portfolio.That same work ethic he learned growing up on his family’s farm in Rochelle, Illinois, remains at the heart of how he serves clients today.32 years in the business. Countless client conversations. And a simple philosophy: listen well, work hard, and build a plan that actually fits.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional#CapstoneFinancialGroup #MeetTheTeam
We help you prepare for the financial side of that next chapter—before retirement and throughout it.Because your retirement plan should be built around your life, not someone else’s checklist.For disclosure information, see thrivent.com/social
Our conversations start with listening, not lecturing.You're the expert on your family, your dreams, and what matters most.Our role is to bring the financial strategies, ask the right questions, and help you make decisions with confidence.See thrivent.com/social for additional disclosures
How they're allocated. When they're adjusted. How much risk you're taking.Those decisions can make just as much difference as what you invest in.See thrivent.com/social for additional disclosures.#InvestmentStrategy
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Investments are important—but they're only one piece of the puzzle.The real power comes when your investments, retirement goals, tax strategies, estate planning, and values all work together.That's what comprehensive planning looks like.That's the difference a strategy can make.For more information visit Thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional#FinancialPlanning #WealthStrategy #Retirement #EstatePlanning
Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy. For more information visit Thrivent.com/social.
Our mission is to help you live your best life.https://connect.thrivent.com/capstone-financial-groupFor disclosure information, see thrivent.com/social
Every person we meet has a different story, different priorities, and different goals. That's why every plan we build is just as unique.No cookie-cutter advice. Just thoughtful strategies designed to help you make smart decisions with confidence.For disclosure information, see thrivent.com/social #FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
The investments matter. So do taxes. Protecting your family. Planning your legacy. Making sure all the moving pieces work together.Our job is to help you see the whole picture, not just one corner of it.For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.#FinancialPlanning #LegacyMatters #FaithAndFinance
Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time.A small step today can make a big difference tomorrow.For more information visit Thrivent.com/social.#FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused
We love helping individuals and families replace uncertainty with clarity through personalized financial guidance that's built around what matters most to them.You don't have to have all the answers—you just need a place to start.https://connect.thrivent.com/capstone-financial-groupFor more information visit Thrivent.com/social. #FinancialConfidence #FinancialPlanning #InvestWithPurpose
