Who is Matthew Casper

A little bit about myself and my family-

I have been married to my beautiful bride Katie for over 18 years. We have 4 wonderful children and a dog who are all very active. My wife homeschools our kids full time and we are very active in our church, Calvary Baptist Church of Wisconsin Rapids. We enjoy spending time together as a family in a variety of ways, whether it is outdoor activities or playing games together, I am so thankful for my family. Honesty and integrity are core values of mine that drive who I am as a person and how I make decisions.

One of things that I really enjoy about Financial Advisory, is the ability to make a positive impact in the lives of my clients and the people I care about. There are so many things that can sidetrack us or pull us away from what is important in life. The last thing you want to do is spend your energy worrying about your financial picture. I can help you build your goals for what matters to you and help you implement a strategy that works towards accomplishing those goals.

Some of the area's I specialize in are -

Retirement planning
Tax efficiency
Wealth management
risk mitigation
distribution strategies for income
legacy/end of life planning
Long Term Care preparedness

Reach out today and let's have a conversation!

Education & Accomplishments

(FIC) Fraternal Insurance Counselor FINRA Series 7 General Securities Representative FINRA Series 63 FINRA Series 65 Life and Health Insurance Licenses
(RICP) Retirement Income Certified Planner.

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

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

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

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

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