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New chapter, new responsibilities. Major milestones like marriage, becoming a parent or a career change can impact your financial needs. Do you know if your employer provides enough disability income insurance coverage in the event that you are ill or injured and unable to work? Some employers do not cover your entire salary or bonus and you may want to consider a supplemental policy to cover any gaps: https://bit.ly/4bqup2t

New chapter, new responsibilities. Major milestones like marriage, becoming a parent or a career change can impact your financial needs. Do you know if your employer provides enough disability income insurance coverage in the event that you are ill or injured and unable to work? Some employers do not cover your entire salary or bonus and you may want to consider a supplemental policy to cover any gaps: https://bit.ly/4bqup2t


Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG


Earlier this week we hosted our annual client appreciation event. It's a small way for us to give back to our clients and also to our community. A big thank you to Frostwood Farms for allowing us to use their incredible event space! We did a few Thrivent Action Teams to support local organizations. We made tie fleece blankets for The Elizabeth House and made birthday party kits for the Badger Prairie Needs Network. A big shout out to Trevor Kleinmeyer for the live music! Please check out the amazing work these organizations do! https://frostwoodfarms.com/ https://www.elizabethhousedane.org/ https://www.bpnn.org/

Earlier this week we hosted our annual client appreciation event. It's a small way for us to give back to our clients and also to our community. A big thank you to Frostwood Farms for allowing us to use their incredible event space! We did a few Thrivent Action Teams to support local organizations. We made tie fleece blankets for The Elizabeth House and made birthday party kits for the Badger Prairie Needs Network. A big shout out to Trevor Kleinmeyer for the live music! Please check out the amazing work these organizations do! https://frostwoodfarms.com/ https://www.elizabethhousedane.org/ https://www.bpnn.org/


Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb


Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.

Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.


Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.


You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.