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Jon and his family live right here in Westport, MA, where they’re active in youth soccer and members of Lutheran Church of the Way. Whether he’s coaching on the field or guiding clients in the office, Jon’s passion is helping people grow, contribute, and live well—at every stage of life. #CommunityFirst #MeetYourAdvisor #FaithBasedPlanning #CrossroadConnections For disclosure information, see thrivent.com/social.

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Jon and his family live right here in Westport, MA, where they’re active in youth soccer and members of Lutheran Church of the Way. Whether he’s coaching on the field or guiding clients in the office, Jon’s passion is helping people grow, contribute, and live well—at every stage of life. #CommunityFirst #MeetYourAdvisor #FaithBasedPlanning #CrossroadConnections For disclosure information, see thrivent.com/social.

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At Crossroad Financial Associates, we believe financial planning is about more than dollars and cents— It’s about helping you live in alignment with your values. As a Christian-owned practice, we build lasting relationships based on trust, service, and purpose. Let’s talk about what matters most to you—and create a plan to support it. 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. #FaithAndFinance #ChristianFinancialAdvisor #LegacyPlanning #CrossroadValues

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At Crossroad Financial Associates, we believe financial planning is about more than dollars and cents— It’s about helping you live in alignment with your values. As a Christian-owned practice, we build lasting relationships based on trust, service, and purpose. Let’s talk about what matters most to you—and create a plan to support it. 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. #FaithAndFinance #ChristianFinancialAdvisor #LegacyPlanning #CrossroadValues

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"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up." - Galatians 6:9

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"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up." - Galatians 6:9

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These aren’t just money questions—they’re life questions. At Crossroad Financial Associates, our passion is helping you answer them with clarity and confidence. 📞 Ready to talk? Call us at 774-202-2240 or visit us in North Dartmouth. 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 #SouthCoastMA #RetirementPlanning #CrossroadFinancial

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These aren’t just money questions—they’re life questions. At Crossroad Financial Associates, our passion is helping you answer them with clarity and confidence. 📞 Ready to talk? Call us at 774-202-2240 or visit us in North Dartmouth. 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 #SouthCoastMA #RetirementPlanning #CrossroadFinancial

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Strategic charitable giving can help you: ✅ Reduce taxes ✅ Support causes you love ✅ Reflect your personal values Don’t just donate. Plan your giving. #CharitableGiving #ValuesBasedPlanning #GiveWithPurpose 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 and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Strategic charitable giving can help you: ✅ Reduce taxes ✅ Support causes you love ✅ Reflect your personal values Don’t just donate. Plan your giving. #CharitableGiving #ValuesBasedPlanning #GiveWithPurpose 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 and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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You’re: ✅ Supporting the nonprofits you're passionate about ✅ Strengthening your community ✅ Practicing generosity ✅ Building a legacy For disclosure information, see thrivent.com/social. #LiveGenerously #ThriventAdvisor #ChristianMoneyCoach #MissionDrivenFinance

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You’re: ✅ Supporting the nonprofits you're passionate about ✅ Strengthening your community ✅ Practicing generosity ✅ Building a legacy For disclosure information, see thrivent.com/social. #LiveGenerously #ThriventAdvisor #ChristianMoneyCoach #MissionDrivenFinance

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These can reduce taxable income and may supercharge retirement savings. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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These can reduce taxable income and may supercharge retirement savings. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO For disclosure information, see thrivent.com/social.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO For disclosure information, see thrivent.com/social.

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Annuities might help give you both. It all depends on your goals. Let’s plan your retirement income with confidence. For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Annuities might help give you both. It all depends on your goals. Let’s plan your retirement income with confidence. For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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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