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I've got valuable information and resources to share. Explore away! And check back often.

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Do you agree? #ThursdayThoughts

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Do you agree? #ThursdayThoughts

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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events. https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership See thrivent.com/social for important disclosures.

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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events. https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership See thrivent.com/social for important disclosures.

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✅ Advanced Investment Expertise – CIMA®️ professionals undergo rigorous training in portfolio theory, asset allocation, risk management, and due diligence. ✅ Institutional-Level Strategies – The CIMA®️ designation is one of the only credentials focused specifically on high-level investment consulting, often used by institutional investors and high-net-worth individuals. ✅ Ethical and Professional Standards – CIMA®️ holders must adhere to a strict code of ethics and commit to ongoing education, ensuring they stay ahead of market trends and best practices. ✅ Evidence-Based Decision Making – With a deep understanding of behavioral finance, market trends, and risk assessment, CIMA®️ professionals help you make informed, strategic investment decisions. If sophisticated, research-backed investment strategies are a priority for you, working with a CIMA®️ professional is a smart move! 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. #InvestmentManagement #CIMA #WealthManagement #PortfolioStrategy #SmartInvesting

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✅ Advanced Investment Expertise – CIMA®️ professionals undergo rigorous training in portfolio theory, asset allocation, risk management, and due diligence. ✅ Institutional-Level Strategies – The CIMA®️ designation is one of the only credentials focused specifically on high-level investment consulting, often used by institutional investors and high-net-worth individuals. ✅ Ethical and Professional Standards – CIMA®️ holders must adhere to a strict code of ethics and commit to ongoing education, ensuring they stay ahead of market trends and best practices. ✅ Evidence-Based Decision Making – With a deep understanding of behavioral finance, market trends, and risk assessment, CIMA®️ professionals help you make informed, strategic investment decisions. If sophisticated, research-backed investment strategies are a priority for you, working with a CIMA®️ professional is a smart move! 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. #InvestmentManagement #CIMA #WealthManagement #PortfolioStrategy #SmartInvesting

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Explore how we can help you build a financial plan that puts your money where your heart is. 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.

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Explore how we can help you build a financial plan that puts your money where your heart is. 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.

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Schedule an appointment to learn how we can help you on your journey. 📱(608) 824-3503 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.

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Schedule an appointment to learn how we can help you on your journey. 📱(608) 824-3503 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.

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While I am serious about providing great advice, I don't take myself too seriously. I look forward to meeting you in the future. 📱(608) 824-3503 For disclosure information, see thrivent.com/social.

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While I am serious about providing great advice, I don't take myself too seriously. I look forward to meeting you in the future. 📱(608) 824-3503 For disclosure information, see thrivent.com/social.

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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. 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.

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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. 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.

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✅ Comprehensive Expertise – CFP®️ professionals are trained in investments, retirement planning, tax strategies, estate planning, and more. ✅ Fiduciary Commitment – They are ethically bound to act in your best interest at all times. ✅ Higher Standards – Earning the CFP®️ designation requires extensive education, rigorous exams, and ongoing learning to stay up-to-date on the latest financial strategies. ✅ Personalized Planning – A CFP®️ professional takes a holistic approach to financial planning, ensuring your plan is tailored to your unique needs and future aspirations. 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.

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✅ Comprehensive Expertise – CFP®️ professionals are trained in investments, retirement planning, tax strategies, estate planning, and more. ✅ Fiduciary Commitment – They are ethically bound to act in your best interest at all times. ✅ Higher Standards – Earning the CFP®️ designation requires extensive education, rigorous exams, and ongoing learning to stay up-to-date on the latest financial strategies. ✅ Personalized Planning – A CFP®️ professional takes a holistic approach to financial planning, ensuring your plan is tailored to your unique needs and future aspirations. 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.

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Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life. 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.

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Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life. 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.

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Helping you follow your heart. 📱(608) 824-3503 For disclosure information, see thrivent.com/social.

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Helping you follow your heart. 📱(608) 824-3503 For disclosure information, see thrivent.com/social.

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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