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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It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most.
Money has a purpose. Let’s make sure yours does, too.
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#FaithAndFinance #FinancialPlanning #Stewardship #LiveGenerously
Good financial planning starts with a conversation—not a product recommendation.
We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.
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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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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 me 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.
Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy.
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Good tax planning connects the dots.
#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy
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
A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.
The key? Timing matters.
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
How they're allocated. When they're adjusted. How much risk you're taking.
Those decisions can make just as much difference as what you invest in.
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#InvestmentStrategy #WealthAdvisor
A little planning today could leave more of your hard-earned money where it belongs—with you and your family.
#WealthManagement #TaxEfficient #FinancialPlanning
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.
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.
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#FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
I enjoy helping individuals and families replace uncertainty with clarity through personalized financial guidance that's built around what matters most to them.
You don't have to have all the answers—you just need a place to start.
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#FinancialConfidence #FinancialPlanning #InvestWithPurpose
More options to give.
More options to dream.
More options to spend your time doing what matters most.
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#FinancialFreedom #LiveWithPurpose
Every income level needs a clear financial strategy.
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. Consult your tax professional for your state's tax rules.
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
I believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next.
Whether we're talking retirement planning, investments, or life insurance, my goal is simple: to help you make wise financial decisions and inspire generosity along the way.
Let's build a plan with purpose.
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#FinancialPlanning #PurposeDriven #RetirementPlanning
