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Together we can review your priorities, goals and values. For disclosure information, see thrivent.com/social

Together we can review your priorities, goals and values. For disclosure information, see thrivent.com/social


Someone stole my hat last Thursday when I returned from BDC…❤️ For disclosure information, see thrivent.com/social. #girldad

Someone stole my hat last Thursday when I returned from BDC…❤️ For disclosure information, see thrivent.com/social. #girldad


How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(540) 680-2690 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(540) 680-2690 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.


--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income. --Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed. --Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income. 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.

--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income. --Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed. --Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income. 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.


By grasping taxable accounts, you'll effectively build a diverse strategy to meet your financial goals. 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. 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.

By grasping taxable accounts, you'll effectively build a diverse strategy to meet your financial goals. 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. 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.


Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social

Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social


Heading into retirement can feel overwhelming, but with the right plan, you can move forward with confidence instead of fear. 🦌💡 Let’s work together to create a clear path toward the retirement you’ve dreamed of—one step at a time. 📞 Contact us today to get started! #RetirementPlanning #FinancialConfidence #PlanWithPurpose 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.

Heading into retirement can feel overwhelming, but with the right plan, you can move forward with confidence instead of fear. 🦌💡 Let’s work together to create a clear path toward the retirement you’ve dreamed of—one step at a time. 📞 Contact us today to get started! #RetirementPlanning #FinancialConfidence #PlanWithPurpose 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.


Exciting Announcement! I am delighted to share that I have qualified for the Million Dollar Round Table and attained the prestigious status of “Court of the Table”—a distinguished global association of financial professionals! This achievement not only highlights my commitment to excellence in financial planning but also underscores my dedication to serving my clients with integrity, care, and innovative strategies. It is a privilege to be part of such a respected group of professionals who value ethical practices and impactful solutions. I extend my heartfelt thanks to my incredible clients, colleagues, and community for your trust and support. Here’s to making a positive impact, one plan at a time! #MDRT #FinancialPlanning #WealthCoaching #Grateful #Milestone For disclosure information, see thrivent.com/social

Exciting Announcement! I am delighted to share that I have qualified for the Million Dollar Round Table and attained the prestigious status of “Court of the Table”—a distinguished global association of financial professionals! This achievement not only highlights my commitment to excellence in financial planning but also underscores my dedication to serving my clients with integrity, care, and innovative strategies. It is a privilege to be part of such a respected group of professionals who value ethical practices and impactful solutions. I extend my heartfelt thanks to my incredible clients, colleagues, and community for your trust and support. Here’s to making a positive impact, one plan at a time! #MDRT #FinancialPlanning #WealthCoaching #Grateful #Milestone For disclosure information, see thrivent.com/social