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Insights

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

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Schedule an appointment to learn how we can help you on your journey. 📱(774) 202-2240 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.

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Schedule an appointment to learn how we can help you on your journey. 📱(774) 202-2240 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.

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Helping you follow your heart. 📱(774) 202-2240 For disclosure information, see thrivent.com/social.

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Helping you follow your heart. 📱(774) 202-2240 For disclosure information, see thrivent.com/social.

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By aligning our financial decisions with our core values and beliefs, we can create a more meaningful and fulfilling life. 📱(774) 202-2240 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.

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By aligning our financial decisions with our core values and beliefs, we can create a more meaningful and fulfilling life. 📱(774) 202-2240 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.

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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. 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.

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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. 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.

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Thrivent's charitable planning offerings and generosity programs enable you to live generously, whether you’re volunteering or donating funds. https://www.thrivent.com/generosity For disclosure information, see thrivent.com/social.

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Thrivent's charitable planning offerings and generosity programs enable you to live generously, whether you’re volunteering or donating funds. https://www.thrivent.com/generosity For disclosure information, see thrivent.com/social.

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Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic. https://bit.ly/413Xc9K For disclosure information, see thrivent.com/social.

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Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic. https://bit.ly/413Xc9K For disclosure information, see thrivent.com/social.

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The Dalbar Study is proof text of our thesis...Investors simply are their own worst enemies and without an advisor are on a wayward path indeed! See thrivent.com/social for important disclosures.

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The Dalbar Study is proof text of our thesis...Investors simply are their own worst enemies and without an advisor are on a wayward path indeed! See thrivent.com/social for important disclosures.

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Let’s talk about how we can help you plan with purpose! 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.

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Let’s talk about how we can help you plan with purpose! 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.

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✅ Comprehensive Planning – We go beyond basic estate planning, integrating tax strategies, wealth preservation, and legacy planning to align with your long-term goals. #EstatePlanning #WealthManagement #LegacyPlanning #AEP #FinancialPlanning 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. 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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✅ Comprehensive Planning – We go beyond basic estate planning, integrating tax strategies, wealth preservation, and legacy planning to align with your long-term goals. #EstatePlanning #WealthManagement #LegacyPlanning #AEP #FinancialPlanning 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. 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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As we sit at this moment the S&P 500 is flat for the YTD period (-0.39%)...we need to put that in perspective...remember all of these Panic Attacks...more importantly what followed. For disclosure information, see thrivent.com/social.

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As we sit at this moment the S&P 500 is flat for the YTD period (-0.39%)...we need to put that in perspective...remember all of these Panic Attacks...more importantly what followed. For disclosure information, see thrivent.com/social.

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

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