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Matthew M Casper

Advisor Image
Matthew M Casper
Financial Advisor
.
FIC, RICP®
3930 8th St South, Ste 204
Wisconsin Rapids, WI 54494
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.
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Florida
  • Georgia
  • Virginia
  • Wisconsin

Insights

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Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
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Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
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It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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Office location
Wisconsin Rapids Location
3930 8th St South, Ste 204
Wisconsin Rapids, WI 54494
Phone715-712-0675Hours
M – F: 9 a.m. – 5 p.m.
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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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.

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