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At Legacy Planning Group, our mission is to help you make wise financial decisions.
our team
Let us help you put your plans in motion!
Let us help you put your plans in motion!

The road of life is a busy one. We would love to help you navigate toward your goals while avoiding any roadblocks or derailers you might face along the way. Driven by your goals and values, we'll draw on the experience and expertise of our team to help you map out a path to a more secure financial future. With our guidance, you can get back to enjoying the journey with peace and comfort.

Dedicated Planning Services
Dedicated Planning Services

Our refined 5-step planning process can help bring clarity and comfort to your financial plan.

 

The Steps:

1.     Organize

2.     Visualize

3.     Prioritize

4.     Strategize

5.     Optimize

 

Our Vision:

Having confidence in your financial goals is invaluable. What we've learned is that for every financial decision our clients make, there is a purpose behind it. Our vision will key in on your purpose.

 

When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS

 

Our Process:

While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-step planning process to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.

For a complimentary planning session, please contact us via the form below or by calling our office number listed at the bottom of this page. OR, book online using one of the following links:

Book a Meeting in Rice Lake with Legacy Planning Group

Book a Zoom Meeting with Legacy Planning Group

College Financial Aid Planning
College Financial Aid Planning

Manage the stress of college selection and help make the right financial choice with 5 KEY STEPS:

  1. Understand how much colleges think you can afford.
  2. Know how much your family can afford.
  3. Find the schools that will give you the most free money, regardless of your income.
  4. Understand your total out-of-pocket college costs.
  5. Strategize and learn how to cover the funding gaps.

Contact us today to learn more about our college financial aid planning services and to receive a FREE Savvy Parents’ Guide to Cutting College Costs. OR, book a complimentary meeting using one of the following links:

Book a Meeting in Rice Lake with Legacy Planning Group

Book a Zoom Meeting with Legacy Planning Group

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Rice Lake Location
2600 South Wisconsin Avenue, Suite C
Rice Lake, WI 54868
Phone715-234-2834Fax877-206-2112Hours

M – F: 9 a.m. – 4 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 715-234-2834

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.