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Carl Thomas

Advisor Image
Carl Thomas
Financial Advisor
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Part of the Greenstone Financial Group practice
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
Guidance for the Years Ahead

While raising four kids and running multiple businesses, I learned that money isn’t the goal, it’s a tool to support the life you want and the people you care about. I help individuals, families, and business owners make confident financial decisions through insurance planning, investment strategies, and retirement income planning.


To have your questions answered, click “Book an appointment” and choose a time that works for you.

My qualifications
  • Technical School, Hutchison High School and Career Technical School
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alaska
  • Minnesota
  • Washington

Insights

The importance of estate planning: Protecting your people, property & privacy
The importance of estate planning: Protecting your people, property & privacyEstate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.
Insight image
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
Office location
Fairbanks Location
565 University Ave Unit E
Fairbanks, AK 99709
Phone907-750-6777Hours

M – F: 9 a.m. – 4 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