Your investments should reflect your values, risk tolerance, and goals. We can help build a strategy that works for you—now and in the future.
📞 (262) 338-7770
#PurposeDrivenPlanning #InvestmentStrategy
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✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
(262) 338-7770
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Financial health looks different for everyone, and honoring your values is always part of the plan.
#FinancialPlanning #ClientFocused #WiseWithMoney
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.
Ultimately, my approach to creating goals is rooted in using wealth to serve others and support personal and family needs with purpose.
#FinancialPlanning #PurposeDriven #ClientFocused
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When it comes to your financial future, waiting too long to act can have real consequences.
From enrolling in your 401(k) to reviewing your investment mix, every choice—or lack of one—shapes your long-term outcomes. Your future self will thank you for making intentional decisions today.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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.
#FinancialPlanning #RetirementReady #WealthManagement #FinancialWellness #DecisionMaking
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
As life evolves, it’s essential to regularly assess your finances while you prepare for retirement.
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
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My goal is always the same: make it simple, relatable, and maybe even a little fun.
#FinancialPlanning #MoneyMadeSimple #FinancialAnalogies #MoneyTalks #SmartFinances #FinancialEducation
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Because a well-planned retirement isn’t just about what you’ve earned — it’s about what you get to keep. 💡
#RetirementPlanning #TaxEfficientStrategies #FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning #RetiredLife
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
At Thrivent, our mission is clear:
👉 Help Christians be wise with money so they can live generously. No matter where you’re starting from, we’ll walk with you—step by step—toward your goals.
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.
#FaithAndFinance #WiseWithMoney #TaxEfficientPlanning #RetirementGoals #ChristianFinance #FinancialGuidanceWithPurpose
At the heart of every relationship is a shared desire: to make wise financial decisions that reflect what matters most.
Because when your money is aligned with your values, your goals become more than milestones—they become a mission.
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#PurposeDrivenFinance #WiseWithMoney #FaithBasedPlanning #LiveGenerously #ClientFocused #MoneyWithMeaning
Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage.
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family
This approach isn’t about quick wins or short-term gain. It’s about long-term financial health that reflects a life rooted in faith, purpose, and service.
Because when we align our finances with our values, we don’t just build wealth—we build impact.
#FaithfulStewardship #LiveGenerously #ValuesBasedFinance #PurposeDrivenPlanning #FinancialWisdom #FaithAndFinance #ChristianFinance
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Charitable giving isn't just generous — it can also be strategic. October is a great time to:
✔️ Donate appreciated assets to avoid capital gains
✔️ Bundle donations for tax efficiency
✔️ Explore donor-advised funds
✔️ Revisit your will, trust, and beneficiary designations
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy.
#InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters
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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://www.thrivent.com/about-us/membership/thrivent-action-teams
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Just as farmers plant seeds in the fall to create a fruitful harvest, think about nurturing your financial future. **Diversify your portfolio** and remain dedicated to long-term growth. Your financial garden will surely reward you in the years ahead!
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