Justin Petty
About Justin Petty
- Are you approaching retirement and wondering whether your savings will support the lifestyle you envision?
- Are you already retired and want to feel confident that you’ve accounted for taxes, market changes and long‑term care needs?
- Have you experienced a major life transition and want to help ensure your wealth is protected, purposeful and positioned for the future?
I specialize in guiding pre‑retirees, retirees and other busy professionals and families with advanced financial planning needs through personalized, values‑based strategies. We...
My qualifications
- Bachelors of Electrical Engineering, Cleveland State University
- Securities Industry Essentials
- General Securities Representative
My state licenses
- Colorado
- Indiana
- Missouri
- Nevada
- Ohio
- Pennsylvania
- Tennessee
Office locations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations