News and Insights
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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
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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.
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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
Through wise investment management and purposeful planning, we help you enjoy the life you’ve worked so hard for—on your terms.
#RetirementWithPurpose #ValuesBasedPlanning #LiveFully #FinancialConfidence #FaithAndFinance #RetirementGoals
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Lane specializes in: 💼 Dedicated financial planning 📈 Retirement income strategies 📜 Estate planning guidance 💰 Long-term investment & tax strategies
What sets him apart? Lane takes time to truly understand each client’s goals and values, developing customized strategies for their unique financial journey.
📌 Whether helping families build a strong retirement plan or guiding them through generational planning, Lane remains committed to serving with integrity and purpose.
#MeetTheTeam #FinancialPlanning #CapstoneFinancialGroup #RetirementPlanning #PurposeDrivenPlanning #ClientFocusedCare
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
November 2025 Market Update: Less data, lower rates, strong stocks
October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Your investments should reflect your values, risk tolerance, and goals. We can help build a strategy that works for you—now and in the future.
📞 (866) 561-2331 #PurposeDrivenPlanning #InvestmentStrategy
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From life and disability protection to long-term care and retirement income planning, We’ll help you prepare for every chapter with confidence.
Because protecting your loved ones is one of the most generous things you can do. 💛
#LifeInsurance #FinancialProtection #FaithAndFinances #RetirementPlanning #LiveGenerously
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Contact our team of professionals.
📱(866) 561-2331
#FaithAndFinance #RetirementWithPurpose #Stewardship
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Start building your Capstone today.
📧 capstonefinancialgroup@thrivent.com
📞 866-561-2331
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#CapstoneFinancialGroup #FaithDrivenFinance #DedicatedPlanning #FinancialConfidence #RetirementPlanning #LegacyBuilding #WiseWithMoney #LiveYourBestLife
Let’s build a strategy that helps you live your best life—today and in the future.
📧 capstonefinancialgroup@thrivent.com
📞 866-561-2331
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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.
#CapstoneFinancialGroup #FinancialPlanning #FaithAndFinances #RetirementReady #LegacyPlanning #ProtectWhatMatters #LiveGenerously #ThriventAdvisor
💬 Ready to explore your options? Now's the time!
#RothConversion #TaxStrategy #FinancialPlanning #IRAConversion
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.
--Typically higher interest rates
--Growth that’s tax-deferred
--Flexibility for future income planning
Sometimes the best “renewal” is a better opportunity.
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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.
If you’re concerned about running out of money, an annuity might be part of the solution. 🔒💰
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.
Our very own Melanie will be out and about this spooky season supporting two fantastic community Trunk or Treat events! 🍬✨
🎯 At the New Richmond Centre Trunk or Treat, she’ll be using a Thrivent Action Team to hand out sensory-friendly toys instead of candy — making the fun accessible for everyone!
🍝 Then at Faith Community Church’s Trunk or Treat & Spaghetti Dinner, our team is helping create a sensory room for kids (and adults!) who prefer a calmer space. Expect Play-Doh, coloring pages, LEGOs, weighted blankets, and fidgets for a more relaxed and inclusive experience.
We’re proud to be part of communities that celebrate together — in every way possible. 💜
📅 Check out the flyers below for all the details — and stop by to say hello to Melanie!
#CapstoneCares #CommunityFirst #InclusiveHalloween #TrunkOrTreat #ThriventActionTeam #CapstoneFinancialGroup #NewRichmondWI #FaithCommunityChurch #SensoryFriendlyFun
No products will be sold. For disclosure information, see thrivent.com/social.
Our team helps you plan and prepare for that!
(866) 561-2331
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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
With the right guidance, you can navigate with confidence and make smarter financial decisions.
#RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady
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.
Connect with our experienced professionals.
(866) 561-2331
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. #preparation #finance #family