Financial Advisor
.Special Needs Planning
Charitable Giving /Philanthropy
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Chartered Advisor in Philanthropy®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Chartered Retirement Planning Counselor™
- Chartered Special Needs Consultant®
- Chartered Retirement Plans Specialist™
- Wealth Management Certified Professional®
- Chartered SRI Counselor®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #4274219)
- Colorado
- Idaho
- Illinois
- Iowa
- Kansas
- Kentucky
- Louisiana
- Missouri
- North Carolina
- Oklahoma
- Tennessee
- Texas
- Wisconsin
Insights
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
What is a charitable bequest and why should you consider one?Did you know there’s more than one way to leave assets to a cause you care about? Your options can include a gift through your will, naming a charity as a beneficiary of a life insurance contract or retirement account, or using certain charitable trust strategies.
If charitable giving is part of the legacy you want to leave behind, this article is a helpful overview of the possibilities. us love to know—what’s one of the causes you hope to support?
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
Office locations
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.