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No matter what your financial goals are, achieving them requires preparation. Time to connect. 📱(414) 963-8644 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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No matter what your financial goals are, achieving them requires preparation. Time to connect. 📱(414) 963-8644 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy. #InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters 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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➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy. #InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters 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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Time to connect! For disclosure information, see thrivent.com/social.

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Time to connect! For disclosure information, see thrivent.com/social.

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time 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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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time 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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Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

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Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

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💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free. Smart gifting can: ✅ Reduce future estate taxes ✅ Help children or grandchildren now ✅ Shift taxable income to lower brackets Make sure gifts are made before dividends or gains are declared — time to connect with me! #FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free. Smart gifting can: ✅ Reduce future estate taxes ✅ Help children or grandchildren now ✅ Shift taxable income to lower brackets Make sure gifts are made before dividends or gains are declared — time to connect with me! #FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with confidence. Let's connect. 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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Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with confidence. Let's connect. 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.

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