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Insights

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

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🔹Asset location refers to where you strategically keep the money you're investing — between tax-advantaged, tax-free and taxable accounts — in order to maximize after-tax returns. 🔹That's not the same as asset allocation, which deals more with what types of investments you put your money into. 📱(540) 680-2690 #plans #finance #stage #life #multigeneration #experience #financialplanning #financialservices 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. For additional disclosure, see thrivent.com/social

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🔹Asset location refers to where you strategically keep the money you're investing — between tax-advantaged, tax-free and taxable accounts — in order to maximize after-tax returns. 🔹That's not the same as asset allocation, which deals more with what types of investments you put your money into. 📱(540) 680-2690 #plans #finance #stage #life #multigeneration #experience #financialplanning #financialservices 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. For additional disclosure, see thrivent.com/social

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You can either fear them or plan for them. We can help you be proactive and prepare for them. 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 #retirement #plan #finance #guide

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You can either fear them or plan for them. We can help you be proactive and prepare for them. 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 #retirement #plan #finance #guide

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No matter where you're at in your journey, we can help you gain confidence going into the future. 📲(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.

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No matter where you're at in your journey, we can help you gain confidence going into the future. 📲(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.

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I have been a Financial Advisor for over 22 years, I aim to establish an ongoing relationship with you to help you reach your personal financial goals. 📱(540) 680-2690 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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I have been a Financial Advisor for over 22 years, I aim to establish an ongoing relationship with you to help you reach your personal financial goals. 📱(540) 680-2690 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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When you work with us, you will have an entire team of professionals focusing on what is important to you. For disclosure information, see thrivent.com/social

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When you work with us, you will have an entire team of professionals focusing on what is important to you. For disclosure information, see thrivent.com/social

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"Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid." - John 14:27

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"Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid." - John 14:27

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Join us for a “Golden Strategies” webinar on Wednesday, September 18 at 10am ET and Thursday, September 19 at 1pm and 6pm ET. Learn about managing your retirement income and assets, estate planning and tax efficient investing from our special guest speaker. RSVP at bit.ly/golden115. No products will be sold. See thrivent.com/social for additional disclosures.

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Join us for a “Golden Strategies” webinar on Wednesday, September 18 at 10am ET and Thursday, September 19 at 1pm and 6pm ET. Learn about managing your retirement income and assets, estate planning and tax efficient investing from our special guest speaker. RSVP at bit.ly/golden115. No products will be sold. See thrivent.com/social for additional disclosures.

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Thursday, September 12 at 7:00 p.m. Register today: bit.ly/MyLegacyLetter Join the Thrivent Member Network for a unique virtual event – Leaving a Legacy Letter. During this event, we will explore how to share life lessons and inspire generosity with those we love. We’ll equip you to write an impactful and lasting legacy letter with a step-by-step digital workbook because leaving a legacy isn't only about financial wealth. It's also about ensuring your loved ones know how much their relationship means to you. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

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Thursday, September 12 at 7:00 p.m. Register today: bit.ly/MyLegacyLetter Join the Thrivent Member Network for a unique virtual event – Leaving a Legacy Letter. During this event, we will explore how to share life lessons and inspire generosity with those we love. We’ll equip you to write an impactful and lasting legacy letter with a step-by-step digital workbook because leaving a legacy isn't only about financial wealth. It's also about ensuring your loved ones know how much their relationship means to you. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

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Read that again..... For disclosure information, see thrivent.com/social

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Read that again..... For disclosure information, see thrivent.com/social

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Happy Relaxation Day! ⚾🐟🔥 This is how I like to #relax......How about you?

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Happy Relaxation Day! ⚾🐟🔥 This is how I like to #relax......How about you?

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Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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