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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.


Because when you trust me with your financial life, I take it personally. 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. #WhatToExpect #LifePlanning #ClientCentered #FinancialJourney

Because when you trust me with your financial life, I take it personally. 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. #WhatToExpect #LifePlanning #ClientCentered #FinancialJourney


Welcome to a different kind of financial journey. 📱(805) 375-3258 #FinancialPlanningWithHeart #CoreValues #ClientCentered #FinancialJourney #BetterWay

Welcome to a different kind of financial journey. 📱(805) 375-3258 #FinancialPlanningWithHeart #CoreValues #ClientCentered #FinancialJourney #BetterWay


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.


👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. #FinancialPlanning #ValuesBasedAdvice 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.

👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. #FinancialPlanning #ValuesBasedAdvice 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.


Are you looking for a relationship that provides ongoing financial advice in your best interest? I can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact me to get started. 📱(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

Are you looking for a relationship that provides ongoing financial advice in your best interest? I can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact me to get started. 📱(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


Contact me to learn what the new tax law could mean for you! 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.

Contact me to learn what the new tax law could mean for you! 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.


Let me help you build a retirement strategy that reflects your values and supports the life you envision. (805) 375-3258 #RetireWithConfidence #FaithDrivenFinance #ThriventWisdom 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

Let me help you build a retirement strategy that reflects your values and supports the life you envision. (805) 375-3258 #RetireWithConfidence #FaithDrivenFinance #ThriventWisdom 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


Your journey matters to me. I look forward to connecting with you! 📱805-375-3258 #LifelongPlanning #StartStrongFinishStronger #FinancialWellness #EveryStepOfTheWay For more information visit Thrivent.com/social.

Your journey matters to me. I look forward to connecting with you! 📱805-375-3258 #LifelongPlanning #StartStrongFinishStronger #FinancialWellness #EveryStepOfTheWay For more information visit Thrivent.com/social.


Contact me to learn what the new tax law could mean for you! 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.

Contact me to learn what the new tax law could mean for you! 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.