Financial Advisor
.- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Iowa
- Kansas
- Missouri
- South Carolina
Insights
“Aid layering” is a spending strategy that can help you understand which funding sources to prioritize as you pay for college. This strategy suggests spending awards first and reaching for loans last—because a dollar borrowed is a dollar (+interest) that needs to be repaid. Here’s a snapshot of the spending order:
1️⃣ Need-based aid
2️⃣ Merit and other scholarships
3️⃣ 529 plans and savings
4️⃣ Household cash flow
5️⃣ Student loans
You can discover more tips for prioritizing and planning for college costs here: https://bit.ly/4rS1sVv
An investment portfolio is a mix of assets and usually includes stocks, bonds and other securities. Choosing the right combination of assets for your portfolio can help you meet your needs and enjoy life to the fullest. But which assets do you pick and how do you get started? Find out here: https://bit.ly/4xlH3vs
Interested in creating an investment portfolio that meets your needs? Let’s set up a meeting.
Office location
Overland Park Location
7270 West 98th Terrace, Suite 110 (Building 7)
Overland Park, KS 66212
Phone913-897-3895HoursOverland Park, KS 66212
M – F: 9 a.m. – 5 p.m.
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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and 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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and 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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations