News and Insights
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
See thrivent.com/social for important disclosures.
We are honored to receive the 2024 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to our clients who live out their values by creating the change in their communities and the world that matters most to them.
Join us in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2024-VIPs.
For important disclosures see thriventcharitable.com/social.
How the cash value of life insurance works
Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home. Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Our office also hosted a brunch and had Brittney Cooper and Erin Long present "Women, Wealth, and Wisdom" this past Saturday for International Women's Day.
It was so great to get these wonderful women together and empower each other to continue to succeed every day in life! Thank you to everyone who was able to join and we missed those who couldn't make it!
No products were sold at this event. For additional information, please see thrivent.com/disclosures
Our office hosted a Five Phases of an IRA event, which was presented by, Tim Lukasik. We enjoyed charcuterie boards crafted by Emily and getting together with our clients to enjoy this time. We are excited to host more events like this!
No products were sold during this event. See thrivent.com/disclosures for more detail.