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

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📞 Getting started is easy. Call me today and take the first step. 📱(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. #FinancialPlanning #RelationshipFirst #CFP #PurposeDrivenPlanning #Thrivent

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📞 Getting started is easy. Call me today and take the first step. 📱(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. #FinancialPlanning #RelationshipFirst #CFP #PurposeDrivenPlanning #Thrivent

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Let's navigate changes in your financial journey with confidence. 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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Let's navigate changes in your financial journey with confidence. 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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Let’s work on building resilience into your portfolio. #RetirementPlanning #RiskMitigation #InvestSmart 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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Let’s work on building resilience into your portfolio. #RetirementPlanning #RiskMitigation #InvestSmart 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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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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. 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.

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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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. 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.

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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You don’t need to “time the market”—what you truly need is time in the market. The sooner you begin investing, the more compound interest will work in your favor. For disclosure information, see thrivent.com/social.

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You don’t need to “time the market”—what you truly need is time in the market. The sooner you begin investing, the more compound interest will work in your favor. For disclosure information, see thrivent.com/social.

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Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time. For disclosure information, see thrivent.com/social.

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Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time. For disclosure information, see thrivent.com/social.

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#Preparation can be a game-changer. Learn how we can help! See thrivent.com/social for important disclosures.

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#Preparation can be a game-changer. Learn how we can help! See thrivent.com/social for important disclosures.

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Not all investment income is taxed the same. Little tweaks can potentially lead to big savings. 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.

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Not all investment income is taxed the same. Little tweaks can potentially lead to big savings. 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.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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