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Beth A Kitson

Advisor Image
Beth A Kitson
Financial Advisor
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CFP®, FIC
Part of the Envision Financial Advisors practice
About Beth Kitson
About Beth Kitson

I am a Financial Advisor specializing in retirement planning, retirement distribution strategies, and tax efficiency. My career began in 1994 after I graduated from Ball State University with a degree in Actuarial Science. Since then, I’ve dedicated my professional life to insurance and investment services, and I’ve been serving clients at Thrivent since 2004. As a Thrivent/AAL member, I value the faith-based approach to finances and appreciate how it shapes my work.


I love working with numbers, but what inspires me most is learning about my clients’ goals and priorities—and helping them achieve financial confidence. I am proud to hold the CFP® professional certification.


Outside of work, I live in Decatur, Indiana, with my husband, Don, and our two children, DJ and Kate. You’ll often find us in the gym or on the sidelines, cheering on DJ and Kate as they compete in basketball and soccer. When we’re not at a sporting event, we enjoy spending time with friends and family.


I am passionate about serving my community. I am a board member of the Lutheran Scholarship Granting Organization of Indiana and actively involved in my church, Zion Evangelical Lutheran Church, Friedheim. My approach to financial advising is personal, thoughtful, and grounded in a desire to serve. I find joy in connecting with clients and helping them build a future that reflects their values.

My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Arizona
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Maryland
  • Michigan
  • Minnesota
  • North Carolina
  • Ohio
  • South Carolina
  • Virginia
  • Washington DC

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 locations
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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.