James A Gill
Financial Advisor
.
MBA, FIC, CLTC®
About Jim Gill
I’ve always been interested in solving problems. As a Thrivent Financial professional, I help Christians achieve their goals through the use of sound guidance and a wide array of product solutions.
These may include life insurance, disability coverage, college savings plans, Roth IRAs, and retirement annuities. A solid strategy also includes optimizing your Social Security, minimizing taxes, and positioning your assets for efficient estate transfer.
With Thrivent, I also have the unique opportunity to align my values with my professional life. By connecting faith and finances, I offer...
These may include life insurance, disability coverage, college savings plans, Roth IRAs, and retirement annuities. A solid strategy also includes optimizing your Social Security, minimizing taxes, and positioning your assets for efficient estate transfer.
With Thrivent, I also have the unique opportunity to align my values with my professional life. By connecting faith and finances, I offer...
My qualifications
- Investment Adviser Representative
- Investment Company Products and Variable Contracts Limited Representative
- Agent
My state licenses
- Florida
- Kentucky
- Maryland
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Virginia
Office location
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.
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.
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.
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.