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Andrew Booms

Advisor Image
Andrew Booms
Financial Advisor
.
CLTC®
Higher Education Planning
Farmers
Tax Efficient Planning
Young Families
Retirement Planning
About Andrew Booms

Hi, I’m Andrew Booms. I’ve been an advisor with Thrivent since 2021. I’ve always been passionate about retirement planning and truly enjoy setting up my clients’ retirement plans to ensure that they feel completely comfortable going into retirement – helping them identify what’s “enough” for them and then helping them maximize their legacy and generosity with the rest.


I value ethics, faith, family, honesty, and security, and these greatly influence my relationships with my clients.


In my free time, you can find me hunting, golfing, or enjoying many other outdoor activities with my family.

About Generational Wealth Advisors

At Generational Wealth Advisors, our mission is to help you live and leave a legacy in your faith, family, and finances. Through maximizing the unique strengths of our support staff and advisors, we strive to provide concierge-level customer service to every client.


As our name suggests, we love working with your family! Our team excels in helping clients and adult children who need a well-thought-out legacy strategy for families and charity, We can also equip you in preparing for and navigating wealth transfer conversations between generations, and are happy to review adult children's finances to ensure they are prepared to receive wealth transfer.


Our Values:

Service - We place importance on serving our clients and communities with integrity, quality value.

Excellence - We continually pursue the highest level of team standards, customer service, and character.

Faith - We do our best to be good stewards of our time, talent, and treasure as we put our Christian faith into action.

Family – We live to leave a legacy of love within our families for generations to come.

Community – We strive to engage our communities in a way that makes them better places to live, work, and raise families.

My qualifications
  • Associates, Delta College
  • Bachelors of Management, Northwood University
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Michigan

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office location
Caro Location
429 N. State St Suite 100
Caro, MI 48723
Phone989-672-5220Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations