I help faithful families retire with confidence, without compromising their Biblical values. Based out of the Pacific Northwest, I guide pre‑retirees and retirees on Social Security timing, tax‑smart withdrawals, and values‑aligned investing so they can provide, give, and enjoy the life God’s entrusted to them.

Who I Serve and How I Help

I help faith‑driven families in the Northwest (and virtually across multiple states) retire with confidence while aligning their investments with Biblical values. If you’re within 5–10 years of retirement-or already retired- I’ll help you:

• Coordinate Social Security and pensions for lifetime income
• Create a tax‑efficient withdrawal plan (IRAs, Roth, 401(k), RMDs)
• Invest according to Biblical screens without sacrificing your portfolio
• Simplify Medicare and healthcare costs in retirement
• Build a plan that supports your family, church, and charitable giving

Why I Do This

My passion is to serve clients while living out my faith. I believe God calls us to steward resources wisely and generously. Since starting my practice, I’ve helped more than 200 people make better financial decisions- a responsibility I consider both humbling and joyful.

A Bit About Me

I’m blessed to be married (May 2024), and my wife Elise and I welcomed our first child, Dominic Joseph, in June 2025. We live in the Boise, ID Metropolitan area. When I’m not meeting with clients, I’m reading, hiking Idaho’s trails, or traveling to see family up and down the West Coast.

What It’s Like to Work Together

1. Quick Intro Call (15 minutes, optional) A short conversation to see if we’re a good fit and answer your first questions.
2. Connect Meeting (45 minutes) We talk through your values and goals. If it makes sense to continue, we’ll share a short list of documents to gather.
3. Discover Meeting (45 minutes) We review what we learned, clarify your current financial picture, and discuss options.
4. Sleep On It No pressure. Take time to think and pray about the plan and our fit.
5. Deliver Meeting (45 minutes) You’ll receive a clear, values-aligned action plan with next steps. If we both agree it’s a fit, we can begin to implement together.

Are We a Good Fit?

We'll likely work well together if you:

• Are within 5–10 years of retirement or newly retired
• Have between $250k-$2MM in investable assets
• Value family, faith, and stewardship
• Want investments that reflect Biblical values
• Appreciate clear education and straightforward advice
• Prefer an ongoing relationship vs. one‑time transactions

Next Step

If this sounds like you, let’s talk. You can:

• Book a 15‑minute Intro Call: https://book.apps.thrivent.com/client/jacob.andersen
• Or text my business line: 208‑504‑2969

P.S. Not ready to chat yet? Connect with me on LinkedIn: https://www.linkedin.com/in/jacobandersenthrivent/

God bless!