Legal information in Tomah, Wisconsin

Nikki Martin - Thrivent is a finance institution located at 1021 Superior Avenue, Tomah, Wisconsin, United States. Capstone Financial Group provides Dedicated Planning Services to help individuals work towards their financial goals and dreams. The institution was launched in March 2020 by four experienced financial advisors who aim to improve the client experience and offer comprehensive planning services. Specializing in serving clients in the "retirement red zone," Capstone Financial Group helps individuals achieve financial clarity and confidence as they work towards their financial objectives. Thrivent believes in using money as a tool, not a goal, and offers financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of what they have been given. Through collaborative teamwork, Capstone Financial Group aims to educate and prepare clients for a financial future that aligns with their goals, values, family, and community. The institution also partners with organizations like Habitat for Humanity and local food pantries to give back to the community. By becoming a member of Thrivent, individuals join a community of people looking out for others and have access to tools and resources to live a more meaningful life. Thrivent provides comprehensive advice, financial strategies, and insurance services that are in the best interest of their clients. Financial professionals at Thrivent do not provide legal, accounting, or tax advice, but can help individuals find answers to common financial questions. Licensing and certification information can be found on their website, and individuals can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent Financial.