Let's create a clear exit plan, together!
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#business #finance #wealth
Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with #confidence. Let's connect.
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Our team focuses on connecting all the pieces so your financial strategy works together with purpose.
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#FinancialPlanning #WealthWithPurpose #LegacyPlanning #HolisticPlanning #FutureFocused #FinancialConfidence #LifeAndLegacy
Charitable giving can be more than a generous act — it can also be a meaningful part of your financial plan. With thoughtful planning, your gifts can support the causes you care about while aligning with your overall goals. It’s a powerful way to make an impact today and create a legacy for tomorrow.
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#CharitableGiving #LegacyPlanning #WealthWithPurpose #GiveBack #PurposeDrivenPlanning #FinancialPlanning #ImpactfulGiving
We’re proud to be part of Thrivent — a company built on more than 120 years of financial strength and stability. Today, as a Fortune 500 company serving more than 2.4 million clients, Thrivent continues to help people build secure financial futures while encouraging lives of generosity and purpose. It’s an honor to be part of a mission that supports both our clients and the communities they care about.
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#FinancialStrength #Thrivent #BuiltForGenerations #FinancialConfidence #PurposeDriven #GenerosityInAction #WealthWithPurpose #CommunityImpact
This month, we’re focused on helping you build something better than luck — a plan designed for confidence, clarity, and the life you want to live.
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#StPatricksDay #ChaseYourGoals #FinancialConfidence #MarchVibes
It’s incredible what a passionate team of volunteers can achieve when equipped with the necessary tools and resources. With Thrivent Action Teams, you have the opportunity to create a significant difference in your community.
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Our team features innovative, knowledgeable and compassionate professionals that can help stress test your plan.
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#RetirementPlanning #FinancialConfidence
What differentiates us is our shared commitment to bringing clarity, care, and uncommon passion to every financial journey we serve. Because your voyage deserves a team that truly believes in your vision.
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#YourVoyage #ValuesDriven #FinancialConfidence #TeamWithPurpose #FutureFocused #VoyageFinancial #CommonSensePlanning
We are so thankful for our members and the heart you pour into your communities. 💙 In 2025, Action Teams helped bring people together through service projects, local events, and causes that truly matter. Your involvement is what turns ideas into impact and makes a real difference where you live and work.
Because of you, communities are stronger, connections are deeper, and good things keep growing. Thank you for being such an important part of this work.
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#GratefulForOurMembers #ActionTeams #CommunityImpact #GivingBackTogether #MembersMakingADifference #PurposeInAction #StrongerCommunities #ThankYou
When you’re balancing big priorities—saving for a home, paying down debt, or supporting a growing family—investing is easy to push aside.
But here’s why it matters 👇
Even small, steady contributions can grow over time thanks to compound growth. Start early, stay consistent, and give your future more potential.
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#InvestingBasics #CompoundGrowth #FinancialWellness #FutureFocused #SmartMoneyMoves #LongTermPlanning #BuildYourFuture #MoneyHabits
Let’s create a strategy that supports what you care about most.
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For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#ValuesFirst #PurposeDrivenPlanning #FinancialWithMeaning #LifeCenteredFinance #YourFutureYourWay
Time to connect with our team-->https://connect.thrivent.com/voyage-financial-advisors
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Dan enjoys working with a team that shares the same faith, values, and desire to see their clients succeed.
Communities Served:
Wisconsin: Stevens Point and Wisconsin Rapids
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As life changes, your investment strategy should too. If you’re rethinking risk, taxes, or where your money is invested, a review can help bring everything back into alignment.
Let’s take a fresh look at your plan and move forward with clarity and confidence.
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#FinancialPlanning #InvestmentStrategy #LongTermGoals #FinancialConfidence
Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy.
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#EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning
Meet our team—Jennifer! ✨ She loves seeing our team use their unique gifts to support our clients and encourage one another every step of the way. 💙🤝
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#MeetOurTeam #TeamCulture #ServingWithPurpose #ClientFocused #EncouragingOneAnother #StrongerTogether
Helping people plan for retirement—and feel confident about their future—is one of the reasons we love our job. 💙
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#RetirementPlanning #FinancialConfidence #HelpingOthers
Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs.
Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond.
#RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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.
View your tax forms along with other documents online! 💻
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Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice.
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