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Insights

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

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Yesterday morning we kicked off something we've been looking forward to — our first Monthly Pastors Breakfast! ☕✨ It was a privilege to sit down with local clergy and spend time together over a delicious meal and meaningful conversation. We're excited to make this a regular gathering on the third Wednesday of each month, and we'd love to see it grow. Each month, we will cover a different informative topic relevant to clergy members. If you know a member of the clergy who might enjoy being part of this, please help us spread the word!💙 #CoastalFinancialConsultants #PastorsBreakfast #CommunityConnection

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Yesterday morning we kicked off something we've been looking forward to — our first Monthly Pastors Breakfast! ☕✨ It was a privilege to sit down with local clergy and spend time together over a delicious meal and meaningful conversation. We're excited to make this a regular gathering on the third Wednesday of each month, and we'd love to see it grow. Each month, we will cover a different informative topic relevant to clergy members. If you know a member of the clergy who might enjoy being part of this, please help us spread the word!💙 #CoastalFinancialConsultants #PastorsBreakfast #CommunityConnection

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Welcome! You are invited to join a webinar: Church Economics: Funding the Mission in Today's Economy. After registering, you will receive a confirmation email about joining the webinar.

Churches today face unprecedented financial pressure. We invite church leaders to join us on Zoom on May 14 at 2pm for Church Economics: Funding the Mission in Today's Economy with Mark DeYmaz to learn innovative approaches that allow churches not only to survive but to thrive. Register today: https://bit.ly/4cLZrEg No products will be sold.

45 MINUTE SESSION Format: 30-minute presentation with optional 15-minute Q&A session Churches today face unprecedented financial pressure. Flat or declining...

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This week is Teacher Appreciation Week, and we're shining a spotlight on someone very special on our team — Savannah Todd! ✨ Did you know that before Savannah was keeping our office running like a well-oiled machine, she spent her days shaping tiny humans? That's right — finger paints, story time, snack negotiations, and all. Honestly, managing a room full of 4-year-olds might just be the ultimate training for… well, everything. 😄 We think it's safe to say her patience is unmatched. Those same qualities she brought to the classroom show up in everything she does for our team and our clients today. Once a teacher, always a teacher — and we're so grateful she's on our team. 💙 Happy Teacher Appreciation Week to Savannah and to every educator who's made a difference! 🍎 #TeacherAppreciationWeek #ThankATeacher #CoastalFinancialConsultants #OnceATeacherAlwaysATeacher

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This week is Teacher Appreciation Week, and we're shining a spotlight on someone very special on our team — Savannah Todd! ✨ Did you know that before Savannah was keeping our office running like a well-oiled machine, she spent her days shaping tiny humans? That's right — finger paints, story time, snack negotiations, and all. Honestly, managing a room full of 4-year-olds might just be the ultimate training for… well, everything. 😄 We think it's safe to say her patience is unmatched. Those same qualities she brought to the classroom show up in everything she does for our team and our clients today. Once a teacher, always a teacher — and we're so grateful she's on our team. 💙 Happy Teacher Appreciation Week to Savannah and to every educator who's made a difference! 🍎 #TeacherAppreciationWeek #ThankATeacher #CoastalFinancialConsultants #OnceATeacherAlwaysATeacher

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Happy May the 4th! 🌟 Whether you're team light side or dark side, the Coastal Financial Consultants crew is here to help you navigate the financial galaxy. May the force of good planning be with you—always. 😄✨ #MayThe4th #CoastalFinancialConsultants #StarWarsDay

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Happy May the 4th! 🌟 Whether you're team light side or dark side, the Coastal Financial Consultants crew is here to help you navigate the financial galaxy. May the force of good planning be with you—always. 😄✨ #MayThe4th #CoastalFinancialConsultants #StarWarsDay

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#FlashbackFriday 🔨 Throwing it back to BDC in Atlanta when Tom, Dana, and Carter suited up in their finest hard hats and traded spreadsheets for hammers for a good cause. 💙 Proud to be part of a team that shows up for our communities through the Thrivent & Habitat for Humanity partnership! #Thrivent #HabitatForHumanity #BDC2026 #LiveGenerously #CoastalFinancialConsultants

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#FlashbackFriday 🔨 Throwing it back to BDC in Atlanta when Tom, Dana, and Carter suited up in their finest hard hats and traded spreadsheets for hammers for a good cause. 💙 Proud to be part of a team that shows up for our communities through the Thrivent & Habitat for Humanity partnership! #Thrivent #HabitatForHumanity #BDC2026 #LiveGenerously #CoastalFinancialConsultants

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💙 Generosity in Action 💙 In honor of National Volunteer Week, we want to recognize the time, energy, and heart our clients have put in to serving others. These efforts reflect a shared commitment to community, generosity, and showing up where it matters most. Thank you to everyone who has volunteered, led projects, supported causes, and made a difference along the way. We’re honored to walk alongside you as you live out generosity in meaningful ways.

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💙 Generosity in Action 💙 In honor of National Volunteer Week, we want to recognize the time, energy, and heart our clients have put in to serving others. These efforts reflect a shared commitment to community, generosity, and showing up where it matters most. Thank you to everyone who has volunteered, led projects, supported causes, and made a difference along the way. We’re honored to walk alongside you as you live out generosity in meaningful ways.

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It's National Haiku Day! The rules are simple: 17 syllables, 5-7-5. Your turn! Show us what you've got below 👇

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It's National Haiku Day! The rules are simple: 17 syllables, 5-7-5. Your turn! Show us what you've got below 👇

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🌎 Giving Back Together 🌎 With National Volunteer Week and Earth Day coming up, it’s a great time to reflect on generosity, community, and caring for the world around us. Whether through volunteering, supporting local organizations, or small acts that add up, every effort matters. If you have a service idea or an upcoming volunteer opportunity, an Action Team can be a simple way to bring people together and expand your impact. 💙 Planning a volunteer project or interested in using an Action Team? Let us know—we love to support generosity in action.

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🌎 Giving Back Together 🌎 With National Volunteer Week and Earth Day coming up, it’s a great time to reflect on generosity, community, and caring for the world around us. Whether through volunteering, supporting local organizations, or small acts that add up, every effort matters. If you have a service idea or an upcoming volunteer opportunity, an Action Team can be a simple way to bring people together and expand your impact. 💙 Planning a volunteer project or interested in using an Action Team? Let us know—we love to support generosity in action.

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A kind word. A helping hand. Someone holding the door when your hands are full. 💛 Sometimes we forget that it doesn't take big moments to make a difference. It's the little things that stick with us. What’s a small act that made your day better recently? Share in the comments 👇

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A kind word. A helping hand. Someone holding the door when your hands are full. 💛 Sometimes we forget that it doesn't take big moments to make a difference. It's the little things that stick with us. What’s a small act that made your day better recently? Share in the comments 👇

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🎉 Congratulations, Tom! 🎉 We’re proud to share that Tom has also been welcomed into the Million Dollar Round Table (MDRT)—an international association that recognizes financial professionals for outstanding achievement and a strong commitment to client service. MDRT membership reflects professionalism, reliability, and dedication to putting clients first, and we’re thrilled to see Tom recognized among this global community of peers. Well deserved! 👏 Please join us in congratulating Tom on this achievement 💙 #MDRT #CoastalFinancialConsultants #PurposeDriven #Thrivent MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge. Visit thrivent.com/social for additional disclosures.

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🎉 Congratulations, Tom! 🎉 We’re proud to share that Tom has also been welcomed into the Million Dollar Round Table (MDRT)—an international association that recognizes financial professionals for outstanding achievement and a strong commitment to client service. MDRT membership reflects professionalism, reliability, and dedication to putting clients first, and we’re thrilled to see Tom recognized among this global community of peers. Well deserved! 👏 Please join us in congratulating Tom on this achievement 💙 #MDRT #CoastalFinancialConsultants #PurposeDriven #Thrivent MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge. Visit thrivent.com/social for additional disclosures.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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