Heart of the Valley Group Fox Cities - Thrivent

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Let’s connect if you have questions.

Troy Beck, Financial Associate, FIC, CLTC States licensed to do business: WI, CA, & FL CA Insurance ID #OC39131 No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don't answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. As a membership organization, it offers its members a broad range of products, services and guidance from financial representatives nationwide. For more than a century it has helped members make wise money choices that reflect their values while providing them opportunities to demonstrate their generosity where they live, work and worship. Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only. For additional important information, visit Thrivent.com/disclosures.

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Why active management now? It made a difference in the past two market crashes

Stock market investors are bracing for an extended period of volatility. Could this be the time to consider actively-managed funds?

thriventfunds.com As the economy quakes in the wake of the global COVID-19 pandemic, stock market investors are bracing for an extended period of volatility. Could this be the time to consider actively-managed funds?

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It's Your Choice

Feel like your mail keeps piling up? Going paperless can help save you room in your mailbox while saving trees in the process. Sign up for Thrivent's e-delivery today.

thrivent.com Choose which important information you want to receive quicker with convenient, eco-friendly notifications by email and which information you receive by U.S. mail.

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Wine Buying Myth Busters, Tips & Tricks!

Join us and Sommelier Leslee Miller – owner of wine consulting firm, Amusée and national wine club, Sip Better – for a Wine & Learn on May 18th @ 7:00PM as we explore Wine Buying Myth Busters, Tips + Tricks. More information below.

Link to Register: https://thriventwinebuyingmythbusters.eventbrite.com

No products will be sold. Leslee Miller is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Leslee Miller are her own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current.

eventbrite.com Thrivent Financial invites you to join us for a Wine and Learn! About this Event Sommelier Leslee Miller, owner of wine consulting firm, Amusée and national wine club, Sip Better, shares a slew of her best tips & tricks for wine buying whether you’re headed to a Retail Wine/Liquor Store, selectin...

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Bundling Charitable Gifts

One of the biggest changes resulting from the 2017 tax reform was an increase in the standard federal tax deduction to $12,000 for individuals and $24,000 for married couples filing jointly. These new minimums have contributed to the growing popularity of “bundling” your charitable gifts.

Learn more about this giving strategy by watching this explainer video: https://www.youtube.com/watch?v=cu1SHsb9g2g

InFaith Community Foundation is a public charity that services individuals, organizations and the community through charitable planning, donor advised funds and endowments. InFaith works collaboratively with Thrivent and its financial professionals. For more disclosures, see Thrivent.com/social.

One of the most talked about changes of the 2017 tax reform was an increase in the standard federal tax deduction to $12,000 for individuals and $24,000 for ...

TFCU Monitoring Coronavirus

Cyber criminals use major news events, like the COVID-19 pandemic, as an opportunity to increase their online financial scams. Don’t click on links from sources you don’t know. That’s just one of many tips our friends at Thrivent Federal Credit Union have put together to help protect you from scams related to COVID-19. Learn more today: https://bit.ly/3anL8Uo

info.thriventcu.com Protect yourself with these security tips from Thrivent Federal Credit Union. Stay vigilant to avoid falling victim to a phishing attack.

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Get Free Life Insurance Quote

You can't put a price tag on love. But you can use your finances to protect the people you love most. Learn more by requesting your free life insurance quote today.

thrivent.com Begin your no-obligation quote for term life insurance

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2nd Quarter 2020 Market Outlook: The black swan has landed, and the world has changed

Thrivent Asset Management’s Chief Investment Strategist gives an economic outlook and explains why the coronavirus is being called a “black swan” event.

thriventfunds.com Economists have long theorized about the impact of significant events that are unexpected and extremely rare and have a profound effect not only on the economy and the markets but across our societies at large. Such events have been dubbed “black swans” because they tend to be as rare and improb...

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Events & Financial Workshops with Heart of the Valley Group | Thrivent Financial

We are excited to share that our teammate, Ken Truyman, is hosting his Spring Workshop Series virtually! Please follow the link below to RSVP for these workshops.

• May 5th at 6pm CT - Five Keys to Retiring Fearlessly
• May 19th at 6pm CT - Securing and Preserving Your Retirement Strategy
• June 2nd at 6pm CT - Income Taxes in Retirement

Please share with your friends and family. All are welcome to join.

No products will be sold at these events. For additional disclosures, see Thrivent.com/social.

connect.thrivent.com Find information about and register for upcoming charitable and educational events and workshops in the Appleton, WI area.

thriventfunds.com

2020 IRA Contribution Rules and Limits

Here are the 2019 and 2020 rules and contribution limits to help you get the most out of your IRA.

thriventfunds.com Here are the 2019 and 2020 rules and contribution limits to help you get the most out of your IRA.

Our Story

Troy Beck, Financial Consultant, FIC, CLTC States licensed to do business: WI, CA, & AR CA Insurance ID #OC39131 No matter what your financial goals are, achieving them requires ongoing strategy and preparation. I offer a holistic approach, as we develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don't answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. As a membership organization, it offers its members a broad range of products, services and guidance from financial representatives nationwide. For more than a century it has helped members make wise money choices that reflect their values while providing them opportunities to demonstrate their generosity where they live, work and worship. Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only. For additional important information, visit Thrivent.com/disclosures.

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Location

Telephone

Address


3102 Community Way
Menasha, WI
54952

General information

Evening appointments available. Satellite Office: 6203 San Ignacio Ave Suite 110 San Jose, CA 95119

Opening Hours

Monday 09:00 - 16:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 12:00
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