News and Insights
Financial confidence isn’t just for individuals — it’s a growth tool for businesses, too.
Let’s build your roadmap together!
📱 (715) 623-5279
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
You need a plan that goes beyond your company’s future.
We help create personal retirement strategies, so you’re not putting all your eggs in one basket.
https://connect.thrivent.com/pinnacle-wealth-management-group
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Thinking about creating a giving plan? Let's connect!
📱(715) 623-5279
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#finance #livegenerously
These numbers were just in 2024!✨✨✨✨
#Community impact starts with collaboration. Together, we’re creating real change, right here at home.
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That's why having a team behind you matters.
https://connect.thrivent.com/pinnacle-wealth-management-group
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Jeff grew up in Fond du Lac, Wisconsin, and earned his bachelor’s and master’s degrees from of the University of Wisconsin–La Crosse. He lives in La Crosse with his wife, Traci, and their two children, Thomas and Madi. In their free time, Jeff and Traci love to go on family adventures with their kids.
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When you’re prepared for retirement’s uncertainties and possibilities, you can more feel confident knowing your income needs can be met for life.
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Together, we can discuss how an annuity may fit in your overall financial plan.
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Schedule an appointment with one of our professionals.
📱 (715) 623-5279
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Whether selling in 3 years or 30, planning early with makes all the difference!
📩 Let’s talk about your future.
📱715-623-5279
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Whether selling in 3 years or 30, planning early with makes all the difference!
📩 Let’s talk about your future.
📱715-623-5279
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
✅ Comprehensive Expertise – CFP®️ professionals are trained in investments, retirement planning, tax strategies, estate planning, and more.
✅ Fiduciary Commitment – They are ethically bound to act in your best interest at all times.
✅ Higher Standards – Earning the CFP®️ designation requires extensive education, rigorous exams, and ongoing learning to stay up-to-date on the latest financial strategies.
✅ Personalized Planning – A CFP®️ professional takes a holistic approach to financial planning, ensuring your plan is tailored to your unique needs and future aspirations.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Preparation is key as you transition into a new chapter of life.
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Whatever your age and financial stage, we are here to help you plan for the future with confidence.
https://connect.thrivent.com/pinnacle-wealth-management-group
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A roadmap to help you confidently achieve your financial goals, tailored to your unique path.
📱715-623-5279
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage.
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family
Without an expert exit strategy, you risk:
❌ Losing business value
❌ Higher taxes & hidden costs
❌ Deal structures that don’t serve your best interests
A CEPA advisor helps protect your legacy, maximize value, and help with your
transition. Ready to build a plan that works for you? Let’s connect!
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
With expertise in:
✅ Business valuation & growth strategies
✅ Exit & succession planning
✅ Risk management & financial optimization
We help your transition be smooth and aligned with your goals.
#BusinessSuccess #ExitPlanning #CEPA #WealthManagement
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.