Financial planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

School supply drive

In August 2022, we hosted an end-of-summer celebration at our Menasha office and partnered with the Outagamie County Back to School Program.

Hygiene kits for the homeless

We hosted clients at a San Jose Giants baseball game in April 2022 and asked them to bring along hygiene items for the homeless.

Snowdrop toy drive

Every year our Menasha office participates in the Snowdrop Foundation of Wisconsin’s Snowdrop Toy Drive.

Economic & Market Update - March 21, 2023 6PM CST

Are you curious about what’s going on with inflation, interest rates and the banking industry? Make sure you tune in to our market update livestream on March 21. You’ll hear from Chief Financial & Investment Officer David Royal, Chief Investment Strategist Steve Lowe and Senior Analyst Mark Morgan. 

• How should I react to economic headlines?

• How have fiscal measures changed in the past quarter?

• How often should I review my investment strategy?

Will Taxes Affect You in Retirement

When you retire, you leave behind many things— the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is a tax bill. When you understand how investments are taxed and set strategies accordingly, you can make decisions that help keep income taxes in check.

• How to be tax-efficient in your current bracket.

• How Social Security is taxed.

• Ways to create tax-free retirement income.

Social Security: Timing is Everything

But it can be a confusing topic, and making the most of it has a lot to do with when you apply for benefits. Attend Social Security: Timing Is Everything to get answers to your questions, and learn what Social Security can mean for you.

March 2023 Market Update: Stocks in box as economic uncertainty continues

Stocks have been trading in a very narrow range over the past few months, as the Fed struggles to bring inflation down to a reasonable level. That trend could continue for several months since consumer spending, discretionary income, and other inflationary factors have remained stubbornly resilient. See the latest details on key market and economic factors in the March Market Update.

Are you in the market for a new home this year? Take a look at these helpful money moves to make when buying a new house: bit.ly/3xWjPyF

Thrivent proudly celebrates another year of ethical recognition

For the 12th year in a row, Thrivent has been named one of the World’s Most Ethical Companies. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.