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.

Increase Your Lifetime Wealth With Tax

Increase Your Lifetime Wealth With Tax Planning 

No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. Learn more at our event with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC.

March 28 at Noon (1 PM ET) and 7:30pm (8:30pm ET)

March 30 at 6:30pm (7:30pm ET)

No products will be sold. For additional disclosures, see thrivent.com/social.  

TMN Annual Celebration Membership WI State Park Summer Bucket List

Annual Celebration of Membership: WI State Park Summer Bucket List

Join us at the Annual Celebration of Membership presented by your Thrivent Member Networks South WI and East WI & Upper MI Regions.

Hear from your region's leadership, a recap on 2022 successes followed by a special presentation: WI State Park Summer Bucket List. Take a trip around the state with us and learn about our favorite summer bucket list activities when you visit our state parks, forests, trails and recreation areas. Explore beaches, scenic vistas and captivating woodlands, plus recreation opportunities and wellness in the outdoors!

Available on-demand (watch when you can!) for one week only April 18-25.

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

Understanding Annuities and Social Security

Join us for an exclusive webinar with nationally recognized Social Security speaker, Robin Mueller, hosted by the Thrivent Member Network – East WI and Upper MI Region. You’ll gain valuable insights on the impact of annuities and Social Security so you can continue to live a more content, confident and generous life. 

Robin Mueller is a speaker and trainer on topics including Social Security, annuities and financial strategies. He has served as President of the National Association of Insurance and Financial Advisors (NAIFA) Milwaukee, President of NAIFA Wisconsin and President of Foundation for Insurance and Financial Education. Robin has devoted more than 20 years to researching and sharing this vital information to help others learn options available for their financial planning.

No products will be sold. For additional important information, visit thrivent.com/social

Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

Here on the Third Coast, we have a long standing love of basketball. As we celebrate March Madness, here are some flashbacks of the talented Advisors in our office. #marchmadness

We are proud to share that our colleague, Eric Grasse was recently inducted into Thrivent’s Hall of Fame*! For the last 21 years, Eric has dedicated his career to serving our clients and partnering with them on their financial journeys. We’re proud to have Eric as part of our Third Coast Wealth Advisors team and wish him many more years of continued success! *Hall of Fame represents long-term commitment to our organization with consistent, successful performance. Financial advisors and professionals qualify for Hall of Fame by achieving at least 20 years of service and by meeting performance goals.