Third Coast Wealth Advisors - Thrivent

06/21/2024

We’re passionate about giving back and invite you to join us this summer. If you’re interested in impacting your community with one of your Thrivent Action Teams, consider one of the ideas below. Together we can live generously!

🎇 Volunteer at your church vacation bible school or local animal shelter use seed money to purchase supplies.
🎇 Thank your local fire or police departments with an appreciation dessert or lunch.
🎇 Gather books and donate to local children for summer reading.
🎇 Assemble children’s birthday bags for a local food pantry.
🎇 Create new puppy or kitty kits (food, collar, toys, etc.) for families that adopt a four-legged family member from a local shelter.
🎇 Host a school supply drive in your neighborhood.
🎇 Bake cookies or bread and surprise the neighbors with your treats and company.
🎇 Clean up a local park or walking/bike trail and provide treats to the volunteers.

Members who apply for a Thrivent Action Team between June 1 – August 31 and use promo code SOS2024 will receive a surprise and delight gift shipped to them as a thank you for making an impact in their local community.

See thrivent.com/social for important disclosures.

06/20/2024

Today is the first day of Summer. What is your favorite summer vacation destination?

06/18/2024

It's time to celebrate and support the kids of Children's Wisconsin! The Live Your Best Life golf event will be held at The Baths of Blackwolf Run on Saturday, August 24, 10:30 - 2:30. Space is limited, register your foursome TODAY! 100% of the proceeds will be donated to Children's Wisconsin

https://bit.ly/2024liveyourbestlife



Children's Wisconsin is not affiliated with or endorsed by Thrivent.
No products will be sold. For more information visit Thrivent.com/social.

06/16/2024

Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

06/11/2024

You can’t go wrong with these 3 tips—as a new grad, or at any time in your life. If there’s anything you want to talk through as a new grad (or a parent of a new grad), let’s chat about what’s on your mind (920) 451-1775.

06/10/2024

Happy Birthday Caroline!
In celebration of Caroline’s birthday, please join us for Live Your Best Life 2024 benefiting Children's Wisconsin on Saturday, August 24th, 10:30am-1:30pm. The “Live Your Best Life” Golf Event gives everyone an opportunity to experience The Baths of Blackwolf Run, a world-class Par 3 10-hole golf course and 18-hole putting course, while supporting the great work of the hospital. The grill will be fired up for food and beverages will be provided. 100% of the proceeds will be donated to Children's Wisconsin.
Register today https://bit.ly/2024liveyourbestlife


Children's Wisconsin is not affiliated with or endorsed by Thrivent.
No products will be sold. For more information visit Thrivent.com/social.

06/06/2024

Take the first step and schedule an appointment with one of our experienced professionals.
Call Today (920) 451-1775

For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

05/31/2024

We are excited to share that Brayden has obtained a new certification: Certified Exit Planning Advisor (CEPA) from The Exit Planning Institute! Brayden will join an excellent group of business advisors who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs. The program is designed to ensure advisors are on the cutting edge when it comes to the resources and knowledge needed to assist business owners through the entire cycle of creating, growing, and preserving their wealth. Would you like to learn more about how Brayden can help you? Contact our office today (920) 451-1775

For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

05/30/2024

Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source.

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

See thrivent.com/social for important disclosures.

05/28/2024

🎓 CONGRATULATIONS 🎓 Class of 2024!

05/27/2024

Today we honor those who have made the greatest sacrifice.

05/24/2024

05/23/2024

Raise your leadership capacity and learn how to ignite positive change in your community at the Global Leadership Summit. Join us at our local partner site Crossroads Community Church in Sheboygan, for this transformative experience on Aug. 8-9, 2024.

Register today at https://globalleadership.org/global-leadership-summit/.

No products will be sold. See thrivent.com/social for additional disclosures.

05/21/2024

Are you getting optimal tax outcomes from your financial strategy? With ever-changing tax laws, it’s a good time to explore solutions that can help deliver greater financial flexibility—today and in the future.

05/16/2024

For nearly three decades, Thrivent has created a unique calendar by—and for—our membership.

Now it’s your opportunity to be part of the 2025 calendar. Submit your original photos that reflect the theme of “Everyday blessings.” Just take a look at these images from the 2024 calendar for inspiration.

Learn more about how to submit photos and pre-order a calendar for yourself: https://bit.ly/3Q5BVrh

05/12/2024

Happy Mother’s Day to all the women that have shaped us into who we are today!

05/09/2024

Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

05/06/2024

Tornadoes across the US have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering, donating or helping to rebuild. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause. Learn how you can amplify your impact, visit https://bit.ly/48cO5W6.

05/02/2024

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.

If taxes are a topic you avoid, this event is for you. Join us on Wednesday, May 8 for our free workshop, Keeping the Tax Man Away with expert Debbie Taylor.

Register here: https://bit.ly/3UmcumJ

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

04/30/2024

At Third Coast Wealth Advisors, we feel it’s important to extend our support to those experiencing changes to their job situation or their benefits with local employers. That’s why we are offering a no-obligation, one-hour consultation to discuss and help answer your questions. Because we don’t just build a financial plan together; we do life together.
Want to learn more? Visit our website and use the “Contact” form.

See thrivent.com/social for important disclosures.
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04/25/2024

Nicole enjoyed using her Thrivent Action Team to fill the freezer at her church. The group prepared meals and the congregation will share the meals with co-workers, neighbors, or family that need a helping hand. In just four hours the team was able to assemble 125 homecooked meals. Thank you for living generously!

04/24/2024

Bucket list items are an inspiring part of our lives and an important part of our financial planning process. What’s on your bucket list? Share yours below.

https://on.today.com/3JB4dXf

04/22/2024

We are blessed with the best! We are celebrating Administrative Professionals Week and the work of our great support team. Thank you for your hard work both inside and outside the office.

04/22/2024

🎉 We've Moved! 🏢✨
Exciting news! We've relocated our Green Bay office to a new space just 2 minutes down the road! You can now visit us at 1150 Springhurst Dr. Green Bay, WI 54304.

04/21/2024

This is National Volunteer Week, how are you giving back to your community?
Let’s see your photos featuring amazing local organizations.

04/18/2024

Introducing Zach Slayton as the newest member of the Third Coast Wealth Advisors team. Zach finds abundant joy by helping clients find clarity and confidence in their personal financial plans. Zach is originally from Austin, Texas but moved to Colorado to study at Colorado Christian University. He earned both his undergraduate and master’s degree in business administration. While in school, Zach competed on the collegiate men’s golf team. In his free time, Zach enjoys playing golf, hunting, and spending time with his wife Natalie and his family. Welcome Zach!

04/16/2024

Congratulations Greg on being a 2023 recipient of Thrivent Charitable's Voices in Philanthropy. The work you’ve done with your clients helps them spread the joy of generosity by making a broad impact with their charitable gifts. We are privileged to join you in celebrating your exciting accomplishment.

Read the full news article, announcing this year’s honorees: thriventcharitable.com/2023-VIPs.

04/11/2024

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 13th year in a row. We’re proud to be one of the six financial services organizations on this year’s list.

“Being recognized as one of the World’s Most Ethical Companies highlights Thrivent’s commitment to business ethics and integrity,” said Terry Rasmussen, president and CEO of Thrivent. “Our clients, financial advisors and workforce put their trust in Thrivent because of our ethical culture and it’s one of the reasons we’re able to deliver strong results that help people lead lives of service and faith.”

Learn more: https://bit.ly/49Fx4Vy

04/10/2024

What a fun night for Eric Grasse and Jonathan Risseeuw who participated in this year's Men Who Cook event. The funds raised for Safe Harbor of Sheboygan County go directly to their mission helping those affected by sexual assault and domestic abuse in our community. A fantastic turn out by our community for a great cause!afe Harbor of She

04/05/2024

Jonathan and Eric are working hard in the kitchen prepping their recipe for tomorrow evening's "Men Who Cook" event. Third Coast is excited to come together with others in the community to support the work of Safe Harbor.