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

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Making disciplined decisions we know leads to lasting results. It is even more successful when you add someone who you can depend on and they can keep you accountable. We are here for you to lean in and build your future with Thrivent. Learn more at https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT

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Making disciplined decisions we know leads to lasting results. It is even more successful when you add someone who you can depend on and they can keep you accountable. We are here for you to lean in and build your future with Thrivent. Learn more at https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT

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My greatest joy in my life is my family! Second to that, is getting to tell a client, "Congratulations, you can retire when and how you want!" Be that person and connect with Julia in person or via zoom https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT

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My greatest joy in my life is my family! Second to that, is getting to tell a client, "Congratulations, you can retire when and how you want!" Be that person and connect with Julia in person or via zoom https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT

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"Before you know it, he'll be starting college!" He's only in preschool now, but I hear this a lot! Back to school have college planning on your mind? There are many different strategies to save for college costs for your children or grandchildren. Call my office today to set up a time to discuss the route that makes the most sense for you! (860)492-6800. Add the following disclosure: See thrivent.com/social for important disclosure information.

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"Before you know it, he'll be starting college!" He's only in preschool now, but I hear this a lot! Back to school have college planning on your mind? There are many different strategies to save for college costs for your children or grandchildren. Call my office today to set up a time to discuss the route that makes the most sense for you! (860)492-6800. Add the following disclosure: See thrivent.com/social for important disclosure information.

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I'm happy to have my new office off of Route 6 in Farmington so that it's easier for many of my long-time clients to come in to meet! Schedule your in-person review meeting today and I'll give you the grand tour! (860)492-6800.

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I'm happy to have my new office off of Route 6 in Farmington so that it's easier for many of my long-time clients to come in to meet! Schedule your in-person review meeting today and I'll give you the grand tour! (860)492-6800.

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“A penny saved is a penny earned” - Benjamin Franklin Meet Penny! My family’s new puppy making her first visit to the office today.

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“A penny saved is a penny earned” - Benjamin Franklin Meet Penny! My family’s new puppy making her first visit to the office today.

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Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Steer clear of costly tax pitfalls by knowing what to watch for. Discover how to unlock valuable deductions, claim key credits, and streamline your approach to...

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

Work. Family. Financial commitments. These tips can help you juggle all three as you manage expenses and save for the future in your 30s, 40s, 50s and 60s.

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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