News and Insights
You’re in control of how much you contribute (within IRS limits), how your money is invested, and where the account is held. Plus, because IRAs aren’t tied to an employer, they move with you throughout your career—making them a powerful tool for long-term retirement planning.
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. 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.
#IRAPlanning #RetirementSavings #FinancialFlexibility #InvestForTheFuture #MoneyManagement #FinancialConfidence
Adam and his wife, Kris, have a family adventure goal: to travel to all 50 states with their daughters before they graduate from high school—a journey full of memories and time spent together.
#MeetOurTeam #FinancialGuidance #WisconsinProud #FamilyGoals #ClientFocused #HereForYou
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What's your favorite money habit?
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Phil enjoys helping clients live a better life✨
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Retirement planning isn’t just about saving — it’s about creating income you can rely on.
Annuities can help provide a steady stream of income for a set period or even for life, helping reduce the risk of outliving your savings. -Predictable payments -Customizable to your goals -Designed to support long-term retirement income
Your retirement years should be about living with confidence — not worrying about running out of income. Learn more about how annuities fit into a retirement income strategy.
#RetirementPlanning #LifelongIncome #FinancialConfidence #Annuities
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Jesse enjoys getting to know his clients on a personal level. Here's a few things about him we thought you'd enjoy.😉
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Choice Dollars may be directed through multiple channels:
• Online by visiting Thrivent.com/thriventchoice. Click on “log in” at the top right of your screen and enter your MyThrivent user ID and password.
• Call 800-847-4836 and when prompted, say “Thrivent Choice.”
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Just a small glimpse into this fantastic person, Benjamin Tamms!
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With people living longer than ever, creating income that lasts throughout retirement is more important than ever.
Annuities may be worth considering if you: -Want guaranteed income for life or a set period
- Prefer predictable payments over market ups and downs -Are looking to reduce financial uncertainty in retirement
There’s no single “right” answer — but understanding your options helps you make informed decisions that align with your goals and values. Let’s talk about what retirement income confidence looks like for you.
#RetirementConfidence #IncomePlanning #Annuities #FinancialWellbeing
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
With 21 years of field leadership experience, he’s passionate about helping other financial professionals grow and has played a meaningful role in advancing Thrivent’s Diversity and Inclusion initiatives.
Outside of work, Scott enjoys time with his wife, Stephanie, and their three children—college athletes in swimming, rowing, and volleyball. He’s a varsity girls basketball coach and a proud Wisconsin sports fan. 🏀💙
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
If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
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Before Thrivent, Phil worked at USAA Insurance and earned his economics degree from Austin College, where he also played college baseball. ⚾
Phil and his wife, Rebecca, have been married for over 30 years and live in Arizona with their six children. Outside of work, he’s a devoted pet lover, while Rebecca is a theme park enthusiast. 🎢🐾
#MeetTheTeam #Thrivent #CapstoneFinancialGroup #FinancialPlanning
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The truth is simple: 📈 Consistency compounds.
The earlier someone starts having basic conversations about saving, investing, and goal-setting, the more opportunity they have to get ahead and make confident decisions.
Whether you’re just starting out or re-evaluating your strategy, now is always the right time to begin planning with purpose.
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#FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence
A fresh perspective can reveal: ✅ Missed tax advantages ✅ Overlooked income opportunities ✅ Better alignment between your goals and your money
If you’ve been wondering whether your current strategy is truly working for you, it might be time for a second look.
We help clients uncover new possibilities in their planning—so every decision moves them closer to confidence.
📅 Let’s review your plan and make sure you’re not leaving any opportunities on the table.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
With a passion for guiding others through life’s biggest financial milestones, he specializes in:
✨ Investment accumulation strategies ✨ Estate protection planning ✨ Retirement income distribution ✨ Legacy & succession planning — inspired by watching his own father retire after a long career as a Thrivent financial advisor
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#MeetTheTeam #Thrivent #FinancialAdvisor #RetirementPlanning #LegacyPlanning #HereForYou
Our dedicated team of professionals is prepared to assist you.
📱(866) 561-2331
connect.thrivent.com/capstone-financial-group
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
The right #asset #allocation helps manage risk and support your long-term goals.
Smart asset location can help reduce taxes and make your overall strategy more efficient — letting you keep more of what you earn.
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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. For additional disclosure, see thrivent.com/social
Outside the office, Adam stays busy coaching his daughters’ athletic activities, cheering on Wisconsin football and basketball, and enjoying a good game of tennis.
Adam and his wife, Kris, have a family adventure goal: to travel to all 50 states with their daughters before they graduate from high school—a journey full of memories, discovery, and time spent together.
#MeetOurTeam #Thrivent #FinancialGuidance #WisconsinProud #FamilyGoals #ClientFocused #HereForYou
Michael joined Thrivent in early 2019 after years of managing Walgreens stores, where he learned the importance of listening, leadership, and problem-solving. Today, he brings those same skills into financial planning, helping families clearly define and achieve their goals through: 🔐 Risk management 📊 Tax-efficient strategies 💵 Retirement income planning
📌 With a heart for family-centered guidance and a passion for helping others grow financially, Michael is committed to building strategies that support meaningful, long-term goals.
#MeetTheTeam #FinancialAdvisor #FamilyFocusedPlanning #CapstoneFinancialGroup #Thrivent #CommunityMatters
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
What this means for you (and how we can help): • We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense. • We should focus on deduction‐planning now—especially for those items that could go away or change. • You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static. • We help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues