Buying a financial product is one decision.
Building a financial plan is a process.
That's why we've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list.
For more information visit Thrivent.com/social.
#FinancialConfidence #PurposeDrivenPlanning
Life moves fast, and your financial decisions matter.
Whether you're building wealth, protecting your family, preparing for retirement, or navigating life's unexpected turns, we're here to help you create a strategy that fits your goals—not someone else's.
Our job isn't to tell you what to do. It's to guide you with experience, thoughtful planning, and advice you can have confidence in.
Let's make your next financial decision your best one yet.
For more information visit Thrivent.com/social.
#FinancialConfidence #FinancialPlanning #RetirementReady #InvestWithPurpose
You have questions. You have goals. You probably have a few “I’ve been meaning to figure that out” items, too.
That’s okay.
Good financial planning starts with a conversation—not a product recommendation.
We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.
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Plan for the life you have—and the new chapter that may come next.
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
Whether you’re opening your first account, navigating a career change, getting ready for retirement, or thinking about the legacy you want to leave, Kevin starts with one simple question:
What matters most to you?
From there, he uses Thrivent’s planning tools to help build a personalized strategy—and makes sure you understand not just what he recommends, but why it makes sense for you.
For more information visit Thrivent.com/social.
#MeetTheTeam
Sometimes generosity takes you across the world. 🌍❤️
Before leaving South Africa, we had the chance to visit a local school serving 28–40 children ages 3–6 each day.
We brought school supplies, first-aid supplies, and of course… the important stuff: sugary candy! 🍬😂
We used a Thrivent Action Team to purchase the supplies before leaving the U.S., making it pretty special to see that generosity travel all the way to South Africa.
The school provides daily meals and fruit for the kids to take home, while a local hunting outfitter helps provide fresh meat each week for breakfast and lunch.
A little generosity can go a long way—especially when it crosses borders.
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#ThriventActionTeams #LiveGenerously #GlobalGenerosity #GivingBack #CommunityImpact #SouthAfrica #GenerosityInAction #MakeAnImpact
A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.
The key? Timing matters.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Because building wealth isn’t just about numbers — it’s about mindset.
Work with someone who understands both.
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How they're allocated. When they're adjusted. How much risk you're taking.
Those decisions can make just as much difference as what you invest in.
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#InvestmentStrategy
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Every person we meet has a different story, different priorities, and different goals. That's why every plan we build is just as unique.
No cookie-cutter advice. Just thoughtful strategies designed to help you make smart decisions with confidence.
For disclosure information, see thrivent.com/social
#FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
No buzzwords. No pressure. Just practical guidance for the road ahead.
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#FinancialConfidence #SmartPlanning #CommonSense
Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy.
For more information visit Thrivent.com/social.
We can help you manage today's income for tomorrow's freedom.
https://connect.thrivent.com/piedmont-financial-associates
For disclosure information, see thrivent.com/social
Every income level needs a clear financial strategy.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Consult your tax professional for your state's tax rules.
The best investments don't always show up on a statement.
Sometimes they look like family dinners, weekend adventures, concerts, and time well spent.
For more information visit Thrivent.com/social.
We believe the strongest financial strategies don't stop at building wealth—they help you think through how taxes may impact what you've worked so hard to earn.
You deserve a smarter plan.
https://connect.thrivent.com/piedmont-financial-associates
For disclosure information, see 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.
#TaxPlanning #InvestSmarter #FinancialPlanning #RetirementPlanning #PlanWithPurpose
Your Financial Future Isn't a Guessing Game.
https://connect.thrivent.com/piedmont-financial-associates
For disclosure information, see thrivent.com/social
#PlanWithPurpose #BuildYourLegacy #RetirementPlanning
