Insights
Your commitment to serve can shape what’s next.
Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals.
See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
December has a way of showing up before we're ready. 🍂 Before the holiday rush takes over, take a closer look at your financial goals, retirement contributions, charitable giving, and potential tax-saving strategies.
A little planning now could make a meaningful difference in how you finish the year.
Let's talk about your year-end checklist before the calendar runs out.
#YearEndPlanning #FinancialStrategy #PlanWithPurpose
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
The good news? You don’t have to wait until RMDs begin to start planning.
Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.
The earlier you plan, the more options you may have.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#RetirementPlanning #RMD #TaxPlanning #RetirementIncome #FinancialPlanning
Some careers offer a paycheck. Others offer the opportunity to build something great.
As a Thrivent financial advisor, you can do meaningful work while building a practice that is supported by a network of peers and the strength of a Fortune 500 company.
Explore your next opportunity: https://thriventcareers.com/4dSlSJs
Good financial planning starts with a conversation—not a product recommendation.
We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.
For disclosure information, see thrivent.com/social
I believe your financial journey should reflect who you are and what you value most. With a foundation rooted in faith and stewardship, I offer steady, personalized guidance — helping you protect what matters, pursue what’s possible, and build a legacy grounded in your values.
Because meaningful plans aren’t rushed. They’re built with care.
See thrivent.com/social for additional disclosures.
#PurposeDrivenPlanning
So many great Action Teams our members are hosting!❤️
For additional disclosure, see thrivent.com/social
Making a positive impact where we can feels so good!
For disclosure information, see thrivent.com/social.
#CommunityMatters #LiveGenerously
The best career path is the one that fits you.
Some people want to build their own business. Others thrive as part of a team or crave structure to launch their career. That's why Thrivent offers more than one way to become a financial advisor.
Find the path that's right for you at: thriventcareers.com/3SXIt07
Free financial coaching that’s actually free.
https://bit.ly/4AHV2xB
For disclosure information, see thrivent.com/social.
Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
What are you waiting for? Do yourself a favor and start preparing now.
(410) 256-6411
For disclosure information, see thrivent.com/social
I believe in living generously, serving our community, and making a difference with what we’ve been given. ❤️
For disclosure information, see thrivent.com/social
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
With several years of experience, I meet you where you are and walk alongside you toward where you want to go.
Your starting point doesn’t have to be your final destination.
For disclosure information, see thrivent.com/social
Plan for the life you have—and the new day that may come next.
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Because a good financial plan isn’t just about what you have.
It’s about what you want your life to look like.
For disclosure information, see thrivent.com/social.
Make sure you direct yours!
https://www.thrivent.com/about-us/membership/thrivent-choice
For disclosure information, see thrivent.com/social.
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor