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Insights

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

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Today begins a 40-day season of preparation for Easter. Wishing you a blessed Lenten season.

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Today begins a 40-day season of preparation for Easter. Wishing you a blessed Lenten season.

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Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA

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Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA

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Wishing you a wonderful Christmas Eve. Let’s celebrate the miracle and hope of the season!

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Wishing you a wonderful Christmas Eve. Let’s celebrate the miracle and hope of the season!

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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HOLIDAY HOURS In observance of Thanksgiving, both our Florida and Georgia offices will be closed Wednesday - Friday of this week. We will resume regular business hours on Monday, December 2nd. From our family to yours we wish you each a Happy Thanksgiving and safe travels to those visiting family or friends abroad!

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HOLIDAY HOURS In observance of Thanksgiving, both our Florida and Georgia offices will be closed Wednesday - Friday of this week. We will resume regular business hours on Monday, December 2nd. From our family to yours we wish you each a Happy Thanksgiving and safe travels to those visiting family or friends abroad!

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Caregivers, I recognize and appreciate all you do. Join me in celebrating people who selflessly care for their loved ones daily. Did you know guidance on aging and caregiving is available to Thrivent clients at no-cost? Get support you need to help prioritize your loved one's care and your own well-being here: https://bit.ly/48RmsTV

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Caregivers, I recognize and appreciate all you do. Join me in celebrating people who selflessly care for their loved ones daily. Did you know guidance on aging and caregiving is available to Thrivent clients at no-cost? Get support you need to help prioritize your loved one's care and your own well-being here: https://bit.ly/48RmsTV

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Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn

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Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn

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Having an extended care strategy is not just for you, but also your loved ones. You can help reduce stress for yourself and loved ones by planning ahead for the future. Together, let’s consider the factors of your future health care needs and how you may fund it.

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Having an extended care strategy is not just for you, but also your loved ones. You can help reduce stress for yourself and loved ones by planning ahead for the future. Together, let’s consider the factors of your future health care needs and how you may fund it.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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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