You’ve worked hard for your future. Let’s create a plan that helps you enjoy it. 🚀
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#RetirementPlanning #RetireWithConfidence #FinancialFreedom #IncomePlanning #RetirementStrategy #FinancialAdvisor #FutureFocused #FinancialWellness
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
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Your financial plan should reflect more than your income and investment accounts.
Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.
It’s not about separating faith from finances.
It’s about putting your values on the table.
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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
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
At Crossroad Financial Associates, we help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy.
The goal isn’t just to have a plan.
It’s to understand how the pieces work together—and what your decisions could mean for the road ahead.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax profession
#CrossroadFinancialAssociates #RetirementPlanning #FinancialBlueprint #RetirementConfidence #HolisticPlanning
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
You don't need to do it alone. We're here to help!
https://connect.thrivent.com/crossroad-financial-associates
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At Crossroad Financial Associates, we help you prepare for the financial side of that next chapter—before retirement and throughout it.
Because your retirement plan should be built around your life, not someone else’s checklist.
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#CrossroadFinancialAssociates #RetirementPlanning #RetirementGoals #FinancialConfidence
Before 2026 is over, challenge yourself to lead a Thrivent Action Team.
Gather some people. Pick a cause. Get to work. Make an impact.
It doesn’t have to be complicated. It just has to start with someone willing to say:
“I can help.”
So…are you in? 👇
https://www.thrivent.com/about-us/membership/thrivent-action-teams
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#LiveGenerously #CommunityImpact #MakeADifference
Connect with our team of professionals.
https://connect.thrivent.com/crossroad-financial-associates
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Not with charts. Not with products. Not with a sales pitch.
They start with your story—your family, your priorities, your concerns, and the life you're trying to build.
The numbers matter. But they only matter because of the people behind them.
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#FinancialPlanning #WomenAndWealth #RelationshipsMatter
Turning 65 soon? Medicare doesn't have to be a mystery.
Join us for a free educational Zoom event featuring guest speaker Andrew Firmin of Benefit Advisors Group, LLC, as he breaks down the basics of Medicare in plain English.
You'll learn:
✔️ What Medicare covers—and what it doesn't
✔️ When to enroll and how the process works
✔️ Whether it makes sense to stay on your employer's health plan or transition to Medicare
📅 Thursday, August 13
🕕 6:00 p.m.
💻 Zoom (link provided after RSVP)
Reserve your spot by August 11 by calling 774-202-2240 or emailing barbara.bosworth@thrivent.com.
Whether you're approaching Medicare eligibility or helping a loved one navigate the process, this is information you won't want to miss.
Your host: Jon B. Skov, AEP®️, ChFC®️, CAP®️, Wealth Advisor
Your presenter: Andrew Firmin is the managing director at Benefit Advisors Group, a Massachusetts-based benefits enrollment and insurance agency. Benefit Advisors Group provides health coverage to individuals and families, as well as seniors on Medicare. Andrew focuses on providing
people with an overview and understanding of their health coverage in a way that helps
protect their financial wellness.
No products will be sold. Andrew Firmin of Benefit Advisors Group, LLC is not affiliated or endorsed by Thrivent. The views expressed in this presentation
by Andrew Firmin are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and current.
Every person we meet has a different story, different priorities, and different goals. That's why every plan we build is just as unique.
No cookie-cutter advice. Just thoughtful strategies designed to help you make smart decisions with confidence.
For disclosure information, see thrivent.com/social
#FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
Life is full of unexpected turns, but your financial future doesn't have to be uncertain.
We enjoy helping our clients navigate life's biggest financial decisions with personalized guidance, thoughtful strategies, and a long-term perspective.
Let's build a plan that's designed around what matters most to you.
https://connect.thrivent.com/crossroad-financial-associates
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#FinancialGuidance #PurposeDriven #FinancialWellness
When philanthropy meets thoughtful planning, generosity becomes part of your legacy.
Maximum Impact. Smart Wealth Strategies. Lasting Purpose.
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#LegacyPlanning #Philanthropy #FinancialPlanning #SmartGiving
Numbers can tell a powerful story — and this one is all about generosity. 💙
We believe money is more than a number on a statement — it’s a tool for impact. Together with our amazing clients and community, we’re helping turn generosity into real change through volunteering, Thrivent Action Teams, events, and giving.
These numbers represent people showing up, serving others, and using their resources to make a difference. That’s the kind of impact we love to be part of.
See thrivent.com/social for additional disclosures.
#GenerosityInAction #CommunityImpact #MoneyWithPurpose #LeadWithGenerosity #PurposeDriven #StrongerCommunities #ImpactTogether #DoGoodTogether
Some days remind you just how much can get done when people show up for one another.
We recently spent time volunteering with Hope For Healing, a veteran-led equine therapy program in Hampden, Maine. It wasn't about doing anything extraordinary—it was simply neighbors helping neighbors, creating a space where veterans can find comfort, healing, and hope.
There was plenty of hard work, a lot of teamwork, and even more gratitude.
Thank you to everyone who gave their time and energy. It's amazing what can happen when a community comes together for a cause that truly matters. ❤️
#HopeForHealing #CommunityMatters #VeteranSupport #LiveGenerously
No products will be sold. See thrivent.com/social for additional disclosures
Let's build your future with purpose.
https://connect.thrivent.com/crossroad-financial-associates
For disclosure information, see thrivent.com/social
#FinancialPlanning #PurposeBasedPlanning #RetirementPlanning
