Third Coast Wealth Advisors - Thrivent

Third Coast Wealth Advisors - Thrivent Redefining purpose in wealth management to build trust and create meaningful legacies that positively impact the future.

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.

Happy 529 Day!One of the greatest gifts you can give a child is opportunity. A 529 plan helps families invest in future ...
05/29/2026

Happy 529 Day!

One of the greatest gifts you can give a child is opportunity. A 529 plan helps families invest in future education while benefiting from tax-advantaged growth.

But what happens if you diligently save for your child’s education and they decide to pursue a different direction? Here are a couple of things to keep in mind:

- You can re-assign a 529 account to another beneficiary. This could include siblings, grandchildren and even parents.
- Since passage of the SECURE 2.0 Act in 2024 you can convert 529 funds into a Roth IRA for the beneficiary.

If you would like to learn more about opportunities around 529 plans please reach out!

See thrivent.com/social for important disclosures.

Get ready to join Woody and the gang for a private, pre-release screening of Toy Story 5 on June 18!Each registered gues...
05/26/2026

Get ready to join Woody and the gang for a private, pre-release screening of Toy Story 5 on June 18!

Each registered guest will receive a complimentary movie ticket, popcorn, and soda as we enjoy a fun evening together.

Two times available: 4:00 p.m and 6:30 p.m.

In the spirit of generosity, we’ll be hosting a donation drive benefiting Children's Wisconsin to kick off our Live Your Best Life event. Guests are encouraged to bring an item(s) from the Amazon wishlist. https://www.amazon.com/registries/gl/guest-view/2VCUAHTKLNJJ6

Each household may reserve up to six (6) tickets.

Please be sure to add the correct number of general admission tickets needed for your entire party, children included, so there is a seat for everyone.

Please RSVP Seats are limited and registration is required. https://www.eventbrite.com/e/toy-story-5-private-screening-tickets-1989845179497?aff=FApromo

no products will be sold

To all who served and sacrificed for our freedom, thank you.
05/25/2026

To all who served and sacrificed for our freedom, thank you.

Running a small business is one of the most powerful wealth-building tools available — but only if you treat it as part ...
05/21/2026

Running a small business is one of the most powerful wealth-building tools available — but only if you treat it as part of your financial plan, not separate from it. Here are a few key areas we help our small business owner clients dial in:

- Paying yourself strategically. How you structure your business and compensation has a direct impact on your tax bill. We work with you and a CPA to make sure you're doing it efficiently — not just whatever's easiest.

- Shelter income with retirement accounts. Business owners have access to powerful options — Solo 401(k), SEP-IRA, SIMPLE IRA — often with higher contribution limits than a standard employee plan. These reduce your taxable income today while building wealth for tomorrow.

- Build toward an exit — and keep finances clean along the way. Separate personal and business finances from day one. Commingled accounts create tax headaches and erode business value. Clean books, documented systems, and recurring revenue are what a buyer pays a premium for.

Your business is your biggest asset. We’d love to help you make sure your financial plan reflects that.

See thrivent.com/social for important disclosures.

Running a business means you're responsible for your future and your team's.The right retirement plan can work for both ...
05/19/2026

Running a business means you're responsible for your future and your team's.

The right retirement plan can work for both at the same time, building long-term wealth while offering a benefit that attracts and retains great employees.

There are several structures available depending on your situation:

• SEP IRA — The simplest to set up with minimal cost and high contribution limits, great for small businesses and self-employed owners

• SIMPLE IRA — A low-cost option for small teams that allows both employee deferrals and employer contributions with little administrative overhead

• Solo 401(k) — More involved than a SEP but built for the self-employed individual looking to maximize their own retirement savings

• Traditional 401(k) — The most flexible and feature-rich option with the highest limits, but requires more setup, ongoing administration, and cost

• Non-Qualified Deferred Compensation — The most complex structure, but a powerful tool for high earners and retaining key executives

The right fit depends on your business size, your goals for your team, and where you are in your growth journey. What works for a small business looks very different from what works for a growing company, and what made sense five years ago may not be the best structure today.

If you haven't reviewed your retirement plan setup recently, it's worth the conversation.

See thrivent.com/social for important disclosures.

We are honored to announce that Greg Dirkse, Eric Grasse, and Brayden Van Ess have received the 2025 Voices in Philanthr...
05/14/2026

We are honored to announce that Greg Dirkse, Eric Grasse, and Brayden Van Ess have received the 2025 Voices in Philanthropy (VIP) recognition from Thrivent Charitable.

Thank you to our clients for using their generosity to make the change that matters most.

Join me in celebrating my fellow financial advisors who were honored.

Read the full news article announcing this year's honorees: thriventcharitable.com/2025-VIPs.

Thrivent Charitable™, the marketing name for Thrivent Charitable Impact & Investing®, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about Thrivent’s financial advisors.
Thrivent Charitable recognizes Thrivent financial advisors who devoted extra effort in facilitating charitable gifts to the foundation. Thrivent Charitable’s Voices in Philanthropy (VIP) recognizes the top five FAs from each Advisor Area who facilitate at least $100,000 in current or deferred gifts to Thrivent Charitable between Jan. 1 through Dec. 31, in a calendar year. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor’s future performance.
https://thrivent.sharepoint.com/sites/Marketing/SitePages/Field-Awards-and-Recognitions.aspx

Great Marriages for Sheboygan County held their annual Let Love Grow fundraiser at The Bull at Pinehurst Farms last nigh...
05/13/2026

Great Marriages for Sheboygan County held their annual Let Love Grow fundraiser at The Bull at Pinehurst Farms last night. Third Coast Wealth Advisors was happy to attend and sponsor such a worthwhile organization whose mission is to strengthen and enrich relationships to help keep families healthy and together. If you wish to donate, please visit https://www.great-marriages.org/

Running a business isn’t just a job - it’s years of risk, long hours, missed weekends, reinvested profits, and constant ...
05/12/2026

Running a business isn’t just a job - it’s years of risk, long hours, missed weekends, reinvested profits, and constant decision-making under pressure. For many owners, their business is their largest asset, their primary income source, and a legacy they hope to pass on. That’s exactly why planning for the “what ifs” isn’t pessimistic—it’s responsible leadership.

The Bigger Picture

Business owners spend years protecting their companies from market risks, competition, and operational challenges. But the most disruptive risks are often the most personal ones.

Funding a buy/sell agreement with life insurance isn’t just a financial strategy - it’s a commitment:

• To your partners

• To your family

• To your employees

• To the legacy you’re building

It ensures that no matter what happens, the business you worked so hard to create has a path forward instead of becoming a source of conflict or collapse. Because the real success of a business isn’t just how well it grows—but how well it’s protected when life takes an unexpected turn.

See thrivent.com/social for important disclosures.

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
05/10/2026

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

Small Business Week is a good reminder of how much small businesses shape our communities.They’re the local services you...
05/07/2026

Small Business Week is a good reminder of how much small businesses shape our communities.

They’re the local services you rely on, and the familiar places that make your community feel like home.

This week, let’s take a moment to highlight them – What are your favorite local small businesses?

Address

2808 Kohler Memorial Drive Suite A
Sheboygan, WI
53081

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12pm

Telephone

+19204511775

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