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Insights

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

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Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, July 29th at 6:00pm PT or Wednesday, July 30th at 12:00pm PT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. RSVP at https://bit.ly/EstatePreservationJuly2930 No products will be sold. See thrivent.com/social for additional disclosures.

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Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, July 29th at 6:00pm PT or Wednesday, July 30th at 12:00pm PT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. RSVP at https://bit.ly/EstatePreservationJuly2930 No products will be sold. See thrivent.com/social for additional disclosures.

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Let’s work on building resilience into your portfolio. 📱805-375-3258 #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. 📱805-375-3258 #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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I can help you: 🧾 Build sustainable income in retirement 💸 Coordinate Social Security and savings 📊 Minimize tax impact 🛡️ Include protection for unexpected life events Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future. #MoneyTip #SocialSecurityStrategy #FinancialFreedom 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 Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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I can help you: 🧾 Build sustainable income in retirement 💸 Coordinate Social Security and savings 📊 Minimize tax impact 🛡️ Include protection for unexpected life events Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future. #MoneyTip #SocialSecurityStrategy #FinancialFreedom 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 Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Have you covered your bases? Let’s talk. #RiskManagement #PlanForTheUnexpected #SmartMoneyMoves 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 covered your bases? Let’s talk. #RiskManagement #PlanForTheUnexpected #SmartMoneyMoves 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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We talk about: ✅ What you’re passionate about ✅ Who you’re providing for ✅ How you want to make an impact It’s not just financial planning — it’s life planning with purpose. 📱(805) 375-3258 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 #FaithBasedFinance #FinancialWellness #Thrivent

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We talk about: ✅ What you’re passionate about ✅ Who you’re providing for ✅ How you want to make an impact It’s not just financial planning — it’s life planning with purpose. 📱(805) 375-3258 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 #FaithBasedFinance #FinancialWellness #Thrivent

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Let’s design a plan that supports your dreams, honors your values, and helps you live with intention. 📱(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. #CFP #PurposeDrivenFinance #ClientFirst #LifeAndMoney #FinancialEmpowerment

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Let’s design a plan that supports your dreams, honors your values, and helps you live with intention. 📱(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. #CFP #PurposeDrivenFinance #ClientFirst #LifeAndMoney #FinancialEmpowerment

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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.

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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