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When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.


Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.

Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


Remembering 9-11. Praying for those who grieve. Thankful for first responders. Praying for continued protection from terror attacks. Thankful for West Bend Fire Department 1 who faithfully put up this memorial every year.

Remembering 9-11. Praying for those who grieve. Thankful for first responders. Praying for continued protection from terror attacks. Thankful for West Bend Fire Department 1 who faithfully put up this memorial every year.


Thanks to Pastor Jim and the welcoming congregation at Our Saviors Lutheran Church in West Bend. It was great to connect with you this weekend. #oursaviorslutheran

Thanks to Pastor Jim and the welcoming congregation at Our Saviors Lutheran Church in West Bend. It was great to connect with you this weekend. #oursaviorslutheran


It has been great to see several clients use Thrivent Action Teams to help the launch of the new Community Christian Academy in the Town of Wayne. Action Teams have helped fund two reading corners, library books, preschool items and gym equipment. Thanks to everyone who has added donations as well! #thriventactionteams, #communitychristianacademy

It has been great to see several clients use Thrivent Action Teams to help the launch of the new Community Christian Academy in the Town of Wayne. Action Teams have helped fund two reading corners, library books, preschool items and gym equipment. Thanks to everyone who has added donations as well! #thriventactionteams, #communitychristianacademy