Financial planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

Community Impact

We believe a commitment to giving back to the neighborhoods where we live and work can empower and develop a more prosperous community.

Economic Forecast: Impact of Seismic Surprises

At this invitation-only special event, Dr. Marci

Rossell, one of the most trusted names in financial

reporting and economics, will provide an informed

outlook into the coming year, along with an insider’s

perspective on timely and relevant issues that

concern you most.

Drawing on history, theory and her ringside seat to

Wall Street, she delivers pertinent information on

the most important economic events of our time

and discusses the impact of key factors like the

2020 pandemic, Brexit, the ongoing trade war, the

Presidential election, and a non-traditional inverted

yield curve, among other topics.

We value our relationship with you and

encourage you to share this invitation with a

friend or family member who may benefit.

Savvy Tax Strategies

Learn how to avoid common mistakes when it comes to your investment portfolio, health care, and estate strategies.

The Savvy Tax Strategies workshop provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act.

August 2 – Two sessions available: 11:30am CT/12:30pm ET and 6:30pm CT/ 7:30pm ET

No products will be sold at this event. For additional information, see Thrivent.com/social

Savvy Tax Strategies

Learn how to avoid common mistakes when it comes to your investment portfolio, health care, and estate strategies.

The Savvy Tax Strategies workshop provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act.

August 2 – Two sessions available: 11:30am CT/12:30pm ET and 6:30pm CT/ 7:30pm ET

No products will be sold at this event. For additional information, see Thrivent.com/social

How does Nate live his best life? Being a loving husband, father, and two-time Olympic gold medalist In March 2005 I was diagnosed with osteosarcoma, a form of bone cancer. A diagnosis that turned my world upside down I figured my best life was behind me at the young age of 16. I could not have been more wrong. Because of my phenomenal care at Children’s Wisconsin, I have been able not only to survive but thrive. I am happily married to my wife Ashley and the father to three amazing kids. In addition to my family life, I have had the privilege to represent the USA at three Paralympic games winning one bronze and two gold medals in the sport of wheelchair basketball. My appreciation for Children’s Wisconsin doesn’t stop with me. Their expertise and first-class care are significant factors into why Ashley and I and trust them with the care of our own three children. Children’s is an integral part of the Hinze family living their best life. Help kids live their best life. To give online - https://liveyourbest22.givesmart.com Text platform - text liveyourbest22 to 76278 June 13 – June 24 the Third Coast Financial Consultants - Thrivent office will be collecting donations of NEW children’s books. You can also help by sharing this post❤ #childrenswisconsin #liveyourbestlife

How is Shannon living her best life? By going to college at UW Madison, playing with her little cousins, and riding at Bold Cycle when you don’t find her behind the front desk. She has learned a lot of love for herself and others as she embraces both the struggles and wins in her day to day life. Shannon suffered from an Eating Disorder for 3 years as she was afraid to seek proper treatment due to the stigma surrounding mental health. Eventually her disease became life-threatening leading to her journey finding a beginning at Children’s Wisconsin. During weeks of medical stabilization and proper treatment Shannon had no choice but to be brave. She can now proudly say she is a survivor of an eating disorder and continues to live every day full of gratitude. A stigma that almost prevented Shannon from living her best life is something she now strives to defeat. Mental health is real and as humans, we can’t just get over it. Help kids live their best life. Support Children's Wisconsin To give online - https://liveyourbest22.givesmart.com or text liveyourbest22 to 76278 June 13 – June 24 the Third Coast Financial Consultants - Thrivent office will be collecting donations of NEW children’s books. You can also help by sharing this post❤ #childrenswisconsin #liveyourbestlife

How is Gabby living her best life? By playing with her little sister and going to school – just being a kid. Gabby’s journey began at Children's Wisconsin because she had a large, life-threatening, tumor that could burst at any moment. The tumor needed to come out or start chemo right away. Things happened fast. The tumor was found one day and the next day she had surgery. They were unable to remove it because of its size and it being located on the main artery. A week later she started her cancer chemo treatments. Help kids live their best life. To give online - https://liveyourbest22.givesmart.com Text platform - text liveyourbest22 to 76278 June 13 – June 24 the Third Coast Financial Consultants - Thrivent office will be collecting donations of NEW children’s books. You can also help by sharing this post❤ #childrenswisconsin #liveyourbestlife