Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image

Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to us to learn how QCD's can potentially work in your strategy. 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.

Image

Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to us to learn how QCD's can potentially work in your strategy. 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.

Image Read Post
Image

Time to connect! 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

Image

Time to connect! 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

Image Read Post
Image

Certainly, I have my laptop, and I receive emails on my cell phone. However, for service inquiries, please contact the Member Services number at 800-847-4836. 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.

Image

Certainly, I have my laptop, and I receive emails on my cell phone. However, for service inquiries, please contact the Member Services number at 800-847-4836. 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.

Image Read Post
Image

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the holidays. To help remain on track, we can walk through a variety of time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. 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.

Image

Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the holidays. To help remain on track, we can walk through a variety of time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year. 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.

Image Read Post
Image

Here's that info you asked for >> thriventcareers.com/3ZaZLWu

Image

Here's that info you asked for >> thriventcareers.com/3ZaZLWu

Image VIEW MORE +
Image

Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

Image Read Post
Image

Can your portfolio withstand market volatility? Learn the latest economic data to help invest with greater confidence. Get Thrivent’s perspective on the economy and how it could affect your financial strategy. If you’re concerned about market fluctuations, interest rates and economic uncertainty, don’t miss this opportunity to help you invest with greater confidence. December 17 | 6:30 pm | Virtual Reserve a spot for you and a guest today. Please call at: (540) 680-2690 or use the following link https://bit.ly/49o4p8q. This session features our guest speaker Chuck Etzweiler, Chief Research Officer & Senior Vice President MBA, CIMA®️, CMT, CFP®️ from Nepsis. No products will be sold at this event. Chuck Etzweiler, Chief Research Officer & Senior Vice President MBA, CIMA®️, CMT, CFP®️ with Nepsis is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chuck Etzweiler are their own and not necessarily those of Thrivent or its affiliates. For disclosure information, see thrivent.com/social

Image

Can your portfolio withstand market volatility? Learn the latest economic data to help invest with greater confidence. Get Thrivent’s perspective on the economy and how it could affect your financial strategy. If you’re concerned about market fluctuations, interest rates and economic uncertainty, don’t miss this opportunity to help you invest with greater confidence. December 17 | 6:30 pm | Virtual Reserve a spot for you and a guest today. Please call at: (540) 680-2690 or use the following link https://bit.ly/49o4p8q. This session features our guest speaker Chuck Etzweiler, Chief Research Officer & Senior Vice President MBA, CIMA®️, CMT, CFP®️ from Nepsis. No products will be sold at this event. Chuck Etzweiler, Chief Research Officer & Senior Vice President MBA, CIMA®️, CMT, CFP®️ with Nepsis is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chuck Etzweiler are their own and not necessarily those of Thrivent or its affiliates. For disclosure information, see thrivent.com/social

Image VIEW MORE +
Image

Estate planning guide: Essential documents & checklist

Discover some estate planning essentials in this article. Then let's talk through any questions you have.

What do you want to leave behind when you pass away? You want to know your loved ones are taken care of, and that all you've accumulated throughout your life...

Image Read Post
Image

Connecting with me is easy! Email: james.tobias@thrivent.com Phone: 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.

Image

Connecting with me is easy! Email: james.tobias@thrivent.com Phone: 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.

Image Read Post
Image

Get involved with our 2nd Annual Angel Tree Event. Supporting the Salvation Army & The Sweet Julia Grace Foundation. Come and pick up a tag through November 29th, 2024. 📍205A Keith St, Warrenton, VA Bring your unwrapped gifts and join us! December 3 from 6 pm-8:30 pm 📍Denim & Pearls 29 Main Street, Warrenton, VA For more information please call us at 540-680-2690 or email us PiedmontFinancialAssociates@thrivent.com. Please SHARE this post. Thank you very much! No products will be sold. For more information visit Thrivent.com/social. Salvation Army & The Sweet Julia Grace Foundation are not affiliated or endorsed by Thrivent.

Image

Get involved with our 2nd Annual Angel Tree Event. Supporting the Salvation Army & The Sweet Julia Grace Foundation. Come and pick up a tag through November 29th, 2024. 📍205A Keith St, Warrenton, VA Bring your unwrapped gifts and join us! December 3 from 6 pm-8:30 pm 📍Denim & Pearls 29 Main Street, Warrenton, VA For more information please call us at 540-680-2690 or email us PiedmontFinancialAssociates@thrivent.com. Please SHARE this post. Thank you very much! No products will be sold. For more information visit Thrivent.com/social. Salvation Army & The Sweet Julia Grace Foundation are not affiliated or endorsed by Thrivent.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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.

Designations

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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.