About Legacy Planning Group

We're proud to be Thrivent financial professionals. At Legacy Planning Group, we have refined a process to help put all of the pieces of the financial puzzle together for our clients.


We would love to have a transparent conversation so you can get to know us, and we can get to know you. We do not require any commitments during our first conversation—this is an opportunity to evaluate not only your financial picture, but also, what is important to you: family, faith, charity, community. We have the expertise to help you achieve your life priorities. Contact us today to schedule a strategy session or book online using one of the following links:


Book a Meeting in Rice Lake with Legacy Planning Group


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Russ LaPoint

Russ LaPoint

AEP®, CFP®, ChFC®, CAP®, FIC, WMCP®

Education and Experience:

In 1996, I graduated from the University of Wisconsin-River Falls majoring in Business Administration. I went on to work at a John Deer dealership until I found my calling with Thrivent in October of 2007. I now have the following designations in finance: CFP®, AEP®, WMCP®, CAP®, ChFC®


Why Thrivent?

Thrivent resonated with me because of the structure of their business: the focus is on making the lives of their clients better. Working alongside clients to help them reach their financial goals is very rewarding for me. I want to see them and you succeed. I can help you cut through the clutter and get a clear picture of your priorities. Using my knowledge and expertise, we can set clear goals, build straightforward plans to reach them, and celebrate together each of your achievements. 


Personal Life:

What I love most is spending time with my family—my wife, Robyn, and four sons: Trevon, Tyson, Carter, and Chase. Robyn and I were married in 2008. She surprised me with a honeymoon trip to Lambeau Field for the Monday Night Packer versus Viking game! We now enjoy watching the boys participate in sports and activities they are passionate about.

  • Trevon is attending the University of Minnesota-Duluth. He is an avid alpine skier and loves to fish.
  • Tyson is continuing his baseball career at Augsburg University.
  • Carter and Chase both attend the Rice Lake Middle School and are active in baseball, football and hockey.

I also enjoy hunting and fishing. My favorite times of the year happen during bow and rifle seasons. I also look forward to an annual walleye fishing trip that I take in August with my Dad, my brother, and my sons.

Title

Wealth Advisor

State(s) Licensed
FL, IL, MN, MO, ND, SC, WI,
Website
https://connect.thrivent.com/russ-lapoint
Phone
715-234-2834
Fax

877-206-2112

Jason Miloszewicz

Jason Miloszewicz

FIC

Education and Experience:

I graduated from the University of Wisconsin-Eau Claire in 1993 majoring in Business Management. I went on to work in management at the Menards corporate office located in Eau Claire, Wisconsin. After 22 years of employment with Menards, I found a new life in holistic financial planning with Thrivent Financial.


Why Thrivent?

I began my journey with Thrivent Financial in August of 2018. I was always interested in the field of financial planning, especially one that offers life insurance; I’ve experienced firsthand the power of life insurance when something unexpected happens. I’ve also experienced the difficulties associated with not having life insurance, and I want to help people protect themselves and their loved ones from this situation. Your goals might include protecting those you care most about from a loss of income should you become disabled or die prematurely. They might include increasing your savings. Or, they just plain might be starting to think about retirement. No matter what, my focus is always on YOUR goals, and I’m here to help you!


Personal Life:

When I’m not working, I love to spend time with my family. My wife, Ann, and I were married in 1994, and we have three sons: Austin, Anthony, and Ashton. Ann and I travel to see everyone as much as possible!

  • Austin and Brittany live in Green Bay and have one son, Nathan—our first grandchild!
  • Anthony and Veronica are newly weds and live in in the Twin Cities.
  • Ashton is in his final year at Winona State, studying Composite Engineering. He is looking forward to graduating!

I also enjoy going to church, going fishing, and being outdoors. I participate in local bass tournaments and have managed to take a few wins here and there.

Title

Financial Advisor

State(s) Licensed
AZ, IA, MN, SC, TX, WI,
Website
https://connect.thrivent.com/jason-miloszewicz
Phone
715-461-0540
Fax

877-206-2112