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Our ApproachHow we work with clientsAt Third Coast Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Third Coast Wealth Advisors Our Approach image

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.


Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.


Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.


Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.

Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.
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Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about
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Your values, financial needs and goals

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How to build a financial plan with a strong foundation

Products and services we may discuss
Dedicated Planning Services→Managed Accounts Program→
Our Process

Pursuing your financial goals, together

Understand

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Your Financial Goals: Understand, Strategize, Implement, Adapt
Your Financial Goals: Understand, Strategize, Implement, Adapt

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
INSIGHTSRead about financial topics
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Planning ahead isn't about expecting the worst. It's about protecting the people and the life you've built. Meet a couple we'll call Mark and Linda (Names have been changed for the story). At 58 and 56, they watched Linda's mother spend down most of her savings on care in her final years. They didn't want their own kids to face those same hard choices someday. So they sat down with us to build a long-term care plan. Together, we:• Looked at what care really costs in our area today, and what it may cost later• Reviewed benefit amounts, waiting periods, and inflation protection• Chose long-term care coverage that fit their budget and their goalsFourteen years later, Mark had a serious health event and needed help with daily activities. Their policy helped pay for in-home care and later assisted living. Their retirement savings stayed on track, and Linda got to be his wife, not his full-time caregiver.The best time to plan for long-term care is before you need it. If you've been putting off this conversation, let's have it.Names and some details have been changed to protect client privacy. Individual results will vary. Coverage is subject to underwriting, policy terms, and limitations.See thrivent.com/social for important disclosures.
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As we approach the end of the year, Roth conversions start to come up more often in our financial planning conversations.So, what is a Roth conversion?It’s moving money from a traditional IRA to a Roth IRA. You generally pay income tax on the amount converted today, but qualified withdrawals from the Roth are tax-free in the future.When might a Roth conversion make sense?• During a lower-income year when you're in a lower tax bracket• During a down market, when you can convert more shares at a lower value• Before RMDs and Social Security increase your taxable income• When you have cash outside the IRA available to pay the tax• When it makes sense within your overall financial planThe goal isn't always to pay the least tax today. It's about being intentional about when you pay taxes over your lifetime.Roth conversions can be a powerful tool for creating greater tax diversification in retirement.If you're considering a Roth conversion this year, let's take a look at whether it makes sense within your overall financial plan.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
A head start for their financial future.Trump Accounts are new, and many families are starting to ask questions about them. In short, they're a new type of investment account that can be opened for a child under 18, with the money staying invested until adulthood or beyond.For eligible children born between 2025 and 2028, the U.S. Treasury will provide a one-time $1,000 contribution once a parent or guardian makes the required election.That $1,000 can be a meaningful head start – but it raises a better question than “Should we open one?”The better question is: “What are we trying to accomplish for this child?”Saving for college is different from saving for a first home. Saving for a first home is different from building wealth over decades. The goal should pick the tool – not the other way around.That’s where thoughtful financial planning can make a difference.See thrivent.com/social for important disclosures.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 920-451-1775

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

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

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

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

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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