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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Our team has advanced knowledge in risk management, insurance planning, and protecting what matters most.
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.
#RiskManagement #InsurancePlanning #FinancialConfidence #HolisticPlanning
Retirement isn’t one chapter—it’s a journey with changing needs over time.
Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings.
#RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement
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.
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
Money is more than numbers. It’s the life you’re building.
Every small step you take today adds up to something meaningful tomorrow. Whether you’re saving, paying down debt, investing, or simply learning more—you’re moving forward, and that matters.
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#ProgressNotPerfection #FinancialConfidence #MoneyWithPurpose #FinancialWellbeing
Smart habits matter more than market noise.
A thoughtful strategy—and guidance you can rely on—can make all the difference.
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#InvestingTips #FinancialPlanning #LongTermInvesting #SmartMoney #WealthStrategy #StayInvested
By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money.
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. #BFA #finance #wealth
Your Values, Your Voyage, Our Team.
https://connect.thrivent.com/voyage-financial-advisors
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#ClientFirst #HereForYou #RelationshipsMatter #FinancialGuidance
Your goals. Your story. Your plan—guided together.
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#FinancialJourney #PlanForTomorrow #MoneyMindset
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At the heart of everything we do is you.
We start every relationship by taking the time to truly understand your goals, values, and priorities—so we can create a financial plan tailored specifically to your life.
Our purpose goes beyond managing wealth. We take a holistic approach, coordinating insurance, investments, tax strategies, succession, and estate planning to help you get the most out of your life today—and the legacy you want to leave behind. Learn more about how we work alongside you.
#HowWeWork #ClientFocused #HolisticPlanning #FinancialClarity #YourGoalsOurFocus #LegacyPlanning
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
Our team is made up of experienced professionals who are committed to building lifelong relationships with the people we serve.
When you work with us, you’ll find more than knowledge and expertise—you’ll find a team that genuinely cares about helping you achieve what matters most to you.
Learn more about who we are and how we can support your goals.
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#OurStory #ClientFirst #TrustedAdvice #HereForYou #RelationshipsMatter #FinancialGuidance
It’s a bit of a process (simple… but not easy):
You must cash the bond, then deposit the proceeds into a 529 plan within 60 days and in the same tax year.
You must meet income limits (MAGI phase-outs apply) and have been over age 24 when the bond was issued.
To benefit, you’ll need to file IRS Form 8815 for qualified education expense exclusion.
✅ If that sounds like Greek — or you just want to make sure you get it right — we’re here to help.
📞 Call our office at (715) 544-1122 and we’ll walk you through the steps so you can turn your savings bonds into education gold.
#EducationPlanning #529Plan #SavingsBonds #FinancialPlanning #SaveForCollege
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
As the year comes to a close, now is a good time to review how this deduction may apply to your situation and ensure it’s reflected in your year-end and tax planning strategy.
#YearEndPlanning #RetirementPlanning #SeniorTaxBenefits #2025Taxes #FinancialPlanning
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
✅ Key points:
File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year).
If the death occurs early in the year, more than one return may be needed.
As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed.
#YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.