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Enrollment windows are short — plan ahead to make confident choices. I can guide you through the options. #EmployeeBenefits #OpenEnrollment #FinancialWellness 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.

Enrollment windows are short — plan ahead to make confident choices. I can guide you through the options. #EmployeeBenefits #OpenEnrollment #FinancialWellness 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.


Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? I'm here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves 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.

Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? I'm here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves 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.


Just a few "tricks & treats" for the season 💡 For disclosure information, see thrivent.com/social.

Just a few "tricks & treats" for the season 💡 For disclosure information, see thrivent.com/social.


Schedule an appointment and start preparing for your future. 📱(805) 375-3258 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

Schedule an appointment and start preparing for your future. 📱(805) 375-3258 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family


In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals 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.

In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals 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.


I can help you plan and prepare for that! 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 and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

I can help you plan and prepare for that! 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 and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.


I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


Time to connect! For disclosure information, see thrivent.com/social.

Time to connect! For disclosure information, see thrivent.com/social.


Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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.

Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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.