View your tax forms along with other documents online! 💻
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Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice.
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Financial planning isn’t just about investments—it’s about aligning your goals, values, and life plans. We look at the full picture, from cash flow and investments to retirement, taxes, and legacy planning.
By working with a us, you get a long-term partner focused on helping you make informed decisions and feel confident every step of the way.
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#CFPDifference #FinancialAdvisor #HolisticPlanning #LongTermStrategy #YourFuturePlanned #FinancialWellness #ConfidenceInPlanning
Friendly reminder:
📊 You don’t have to be “good with money” to make good money decisions.
☕ You don’t need everything figured out to get started.
💬 And you don’t have to do it alone.
Financial confidence comes from clarity—not perfection.
What’s one thing you want your money to do for you this year?
#RealLifeFinance #MoneyMindset #AdvisorLife #PlanWithPurpose
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Choice Dollars may be directed through multiple channels:
• Online by visiting Thrivent.com/thriventchoice. Click on “log in” at the top right of your screen and enter your MyThrivent user ID and password.
• Call 800-847-4836 and when prompted, say “Thrivent Choice.”
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Because managing wealth isn’t our only purpose—helping you live well is.
#HolisticPlanning #FinancialClarity
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Smart habits matter more than market noise.
A thoughtful strategy—and guidance you can rely on—can make all the difference.
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#InvestingTips #FinancialPlanning #LongTermInvesting #SmartMoney #WealthStrategy #StayInvested
Money is more than numbers. It’s the life you’re building.
Every small step you take today adds up to something meaningful tomorrow. Whether you’re saving, paying down debt, investing, or simply learning more—you’re moving forward, and that matters.
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#ProgressNotPerfection #FinancialConfidence #MoneyWithPurpose #FinancialWellbeing
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.
January 15 | 6 pm | Zoom
The zoom link to join the event is:
https://bit.ly/4qboOVK
Meeting ID: 817 8873 1329
Passcode: 504251
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
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
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No need to strategize alone.
📱(805) 375-3258
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
When you’re ready, I'm here to help you take the next step.
#FinancialWellness #FaithAndFinance #FuturePlanning
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.
Time to connect.
📱805-375-3258
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
My approach to creating goals is rooted in using wealth to serve others and support personal and family needs with purpose.
#FinancialPlanning #PurposeDriven #ClientFocused
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What this means for you (and how I can help):
• We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense.
• We should focus on deduction‐planning now—especially for those items that could go away or change.
• You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static.
• I help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through.
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
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues
Take time to reflect, review, and realign your strategy. Thoughtful decisions today can lead to a more confident tomorrow.
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.
#InvestmentPlanning #FinancialStrategy #PortfolioReview #WealthManagement #FinancialConfidence
Whether you’re preparing for retirement, navigating life changes, or building wealth with purpose, I’ll design a plan that supports what matters most to you. Because when you do more with what you have, your finances become a tool—not a stressor.
#LifeFocusedPlanning #DoMoreWithWhatYouHave #FinancialJoy
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That’s why intentional planning matters. With the right guidance and a strategy built around your unique journey, you can move toward a confident retirement—on your terms. 💛
#WomenAndFinance #RetirementPlanning #FinancialConfidence #WomenSupportingWomen
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November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
