Capstone Financial Group - Thrivent

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Capstone Financial Group - Thrivent At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

The good news? You don’t have to wait until RMDs begin to start planning.Strategies like Roth conversions, charitable gi...
10/15/2026

The good news? You don’t have to wait until RMDs begin to start planning.
Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.
The earlier you plan, the more options you may have.

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.

What are you waiting for? Do yourself a favor and start preparing now.(866) 561-2331https://bit.ly/4jS3aW3For disclosure...
10/13/2026

What are you waiting for? Do yourself a favor and start preparing now.
(866) 561-2331
https://bit.ly/4jS3aW3

For disclosure information, see thrivent.com/social

Free financial coaching that’s actually free.https://bit.ly/4AHV2xBFor disclosure information, see thrivent.com/social.
10/08/2026

Free financial coaching that’s actually free.
https://bit.ly/4AHV2xB

For disclosure information, see thrivent.com/social.

10/07/2026

💡SPONSOR SPOTLIGHT💡

This week we’re shining the spotlight on Capstone Financial Group - Thrivent!

Looking for guidance to help plan for your financial future? Capstone Financial Group provides financial planning, retirement strategies, investments, insurance, and more to help individuals and families work toward their goals.

We’re grateful for their support of NRHS Boys Hockey!

Be sure to check them out and support a local business that supports our team!

🖤🧡GO TIGERS

Whatever stage you’re in, we’re here to help you navigate the financial decisions that come with it.We’ll listen, help y...
10/06/2026

Whatever stage you’re in, we’re here to help you navigate the financial decisions that come with it.
We’ll listen, help you sort through the options, and build a plan around what matters most to you.
Because it’s not just about planning for life. It’s about living it.


For disclosure information, see thrivent.com/social.

With a plethora of experience, we meet you where you are and walk alongside you toward where you want to go.Your startin...
10/01/2026

With a plethora of experience, we meet you where you are and walk alongside you toward where you want to go.
Your starting point doesn’t have to be your final destination.

For disclosure information, see thrivent.com/social

When he’s not helping clients plan their next move, you’ll probably find Ben watching baseball, playing softball, golfin...
09/29/2026

When he’s not helping clients plan their next move, you’ll probably find Ben watching baseball, playing softball, golfing, fishing, hiking or traveling with his wife, Dana, to catch the Brewers in another ballpark. And yes, Mika the black lab usually gets a vote, too. 🐾
Ben is also passionate about giving back, serving on the Housing Action Coalition board and volunteering with Habitat for Humanity.

For disclosure information, see thrivent.com/social

A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, poten...
09/24/2026

A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.
The key? Timing matters.

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 capstone isn't just an ending — it's the culmination of everything that came before it. That's the standard we hold ou...
09/22/2026

A capstone isn't just an ending — it's the culmination of everything that came before it. That's the standard we hold ourselves to.
Through real teamwork, we help you plan for retirement, protect what matters most, and build a legacy that honors your family and community.
This isn't generic advice. It's a dedicated plan for your best life. 🎯

For disclosure information, see thrivent.com/social

Retirement planning by day. Courtside, poolside, and on the water by night.Scott doesn't just build game plans for clien...
09/17/2026

Retirement planning by day. Courtside, poolside, and on the water by night.
Scott doesn't just build game plans for clients — he lives one. Three kids, three college sports (swimming, rowing, volleyball), and a varsity girls basketball coaching gig on the side.
Work hard. Cheer harder. On, Wisconsin. ❤️

For disclosure information, see thrivent.com/social

Address

460 S Knowles Avenue
New Richmond, WI
54017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

+18665612331

Website

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