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Insights

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

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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You’ll leave with a solid strategy… and at least one new thing learned. #WealthAdvisor #FinancialPlanning For more information visit 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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You’ll leave with a solid strategy… and at least one new thing learned. #WealthAdvisor #FinancialPlanning For more information visit 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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Whether you want to protect your legacy or build retirement confidence—I’m here for the long haul. #FinancialGoals #LegacyPlanning #ThriventAdvisor For more information visit 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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Whether you want to protect your legacy or build retirement confidence—I’m here for the long haul. #FinancialGoals #LegacyPlanning #ThriventAdvisor For more information visit 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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💬 Ask us how to align your finances with your faith and purpose. #LiveGenerously #Stewardship #PurposefulLiving #ChristianAdvisor #GenerosityJourney For more information visit 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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💬 Ask us how to align your finances with your faith and purpose. #LiveGenerously #Stewardship #PurposefulLiving #ChristianAdvisor #GenerosityJourney For more information visit 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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Life insurance helps provide financial stability for you and your loved ones. Here are eight ways it can do that. • Business preservation • Leaving a charitable legacy • Protecting your family’s lifestyle • Riders for support during times of disability, terminal illness and other situations • Access to cash through loans or withdrawals from the policy’s cash value • End-of-life expense coverage • Sense of security • Tax-efficient wealth transfer to loved ones 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Life insurance helps provide financial stability for you and your loved ones. Here are eight ways it can do that. • Business preservation • Leaving a charitable legacy • Protecting your family’s lifestyle • Riders for support during times of disability, terminal illness and other situations • Access to cash through loans or withdrawals from the policy’s cash value • End-of-life expense coverage • Sense of security • Tax-efficient wealth transfer to loved ones 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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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Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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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Because your financial strategy should grow with you. 📱(608) 824-3503 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife

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Because your financial strategy should grow with you. 📱(608) 824-3503 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife

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➕ Section 179 expensing limit increased to $2.5M This could mean faster deductions, lower taxes, and better cash flow. Let’s talk if you’re buying equipment or property this year. #BusinessDeductions #TaxPlanning #OneBigBeautifulBill For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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➕ Section 179 expensing limit increased to $2.5M This could mean faster deductions, lower taxes, and better cash flow. Let’s talk if you’re buying equipment or property this year. #BusinessDeductions #TaxPlanning #OneBigBeautifulBill For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Excellent short read---->https://bit.ly/4kJ89Gj For disclosure information, see thrivent.com/social.

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Excellent short read---->https://bit.ly/4kJ89Gj 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.

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