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Insights

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

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Come join us for a Stuffing Party this Thursday, 1pm, at the Peach Cobbler Factory on Collier. We'll stuff eggs for NoMore, share laughs, and indulge in sweet treats (on us). Want in on the egg-cellent time? Comment below!

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Come join us for a Stuffing Party this Thursday, 1pm, at the Peach Cobbler Factory on Collier. We'll stuff eggs for NoMore, share laughs, and indulge in sweet treats (on us). Want in on the egg-cellent time? Comment below!

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Help us help the Build a Basket Easter Outreach Program! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible! Let's collect items for the gifts. Here are some ideas: Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts You can drop them off at our office next week or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. We love our clients!

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Help us help the Build a Basket Easter Outreach Program! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible! Let's collect items for the gifts. Here are some ideas: Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts You can drop them off at our office next week or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. We love our clients!

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Looking forward to seeing you all today- Monday, February 17 @ 6:30 PM for "Women, Wealth, and Wisdom" via Zoom (https://us06web.zoom.us/j/9467874175) No products will be sold

Looking forward to seeing you all today- Monday, February 17 @ 6:30 PM for "Women, Wealth, and Wisdom" via Zoom (https://us06web.zoom.us/j/9467874175) No products will be sold

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Join me tomorrow- Monday, February 17 @ 6:30 PM for "Women, Wealth, and Wisdom" via Zoom (https://us06web.zoom.us/j/9467874175) No products will be sold

Join me tomorrow- Monday, February 17 @ 6:30 PM for "Women, Wealth, and Wisdom" via Zoom (https://us06web.zoom.us/j/9467874175) No products will be sold

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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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