Let's put your plans in motion
Together we can find the best way to manage and steward your finances. Our team takes the time to fully understand the values you live by, and help you identify what’s most important. If you’re looking to answer the question, “How much do I need to retire?” we can take a closer look and develop a clear and comprehensive financial strategy that aligns your goals and objectives to your values.
We specialize in helping people be more secure in areas of:
· Holistic financial planning
· Life and health benefit consulting
· Wealth accumulation and risk management strategies
· Tax strategies
· Retirement income planning
· Executive benefits and key person retention strategies
· Business protection and employee benefits
· Wealth and tax efficient estate transfer
· Advanced charitable and legacy strategies
We all have goals. Whether it’s setting up or running your own business venture, protecting your family’s financial future, or ensuring a secure retirement picture, planning can be simplified by meeting with a financial advisor. Let’s start by having a meaningful financial conversation.
We work with businesses, families, and retirees in the communities of Beaver Dam, Madison, Appleton, and the surrounding cities. Call today to schedule an appointment at 920-887-2849 or reach out by email FirstLightFinancialAdvisors@thrivent.com
Our main office is in Beaver Dam, however, we have access to other Thrivent office locations for your convenience. We also utilize Zoom frequently for long-distance appointments, or if we can't make our schedules work.
Wherever you are in your financial journey, we can help! We look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Beaver Dam Office
- Phone:
- 920-887-2849
- Fax:
- 877-380-2467
Hours
First Light Financial Advisors - Thrivent - Appleton Office
- Phone:
- 9208872849
- Fax:
- 8773807926
First Light Financial Advisors - Thrivent - Mercer Office
- Phone:
- 9208872849
- Fax:
- 8773807926
Address
5218 US-51
Mercer, Wi 54547