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Insights

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

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✅ Specialized Expertise in Life Insurance – CLU®️ professionals have advanced knowledge of life insurance as a financial tool, helping you protect your family, business, and legacy. 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. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #CLU #LegacyPlanning #EstatePlanning

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✅ Specialized Expertise in Life Insurance – CLU®️ professionals have advanced knowledge of life insurance as a financial tool, helping you protect your family, business, and legacy. 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. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #CLU #LegacyPlanning #EstatePlanning

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#Preparation can be a game-changer. Learn how we can help! See thrivent.com/social for important disclosures.

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#Preparation can be a game-changer. Learn how we can help! See thrivent.com/social for important disclosures.

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Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you. For more information visit Thrivent.com/social.

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Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you. For more information visit Thrivent.com/social.

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Together, look at the #community impact we made in 2024! ❤️❤️ For disclosure information, see thrivent.com/social.

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Together, look at the #community impact we made in 2024! ❤️❤️ For disclosure information, see thrivent.com/social.

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We are so grateful for you, Mary! Today we celebrate you – and all the ways you make a difference. #AdministrativeProfessionalsDay #GratefulForMary #TeamMVP #OfficeHero #BehindTheScenesMagic #ThankYouMary #WeAppreciateYou See thrivent.com/social for important disclosures.

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We are so grateful for you, Mary! Today we celebrate you – and all the ways you make a difference. #AdministrativeProfessionalsDay #GratefulForMary #TeamMVP #OfficeHero #BehindTheScenesMagic #ThankYouMary #WeAppreciateYou See thrivent.com/social for important disclosures.

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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.

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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