Skip to main content
  • Thrivent.com
  • MyThrivent
  • BrokerCheck
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Us
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Us
  • Thrivent.com
  • MyThrivent
  • BrokerCheck

Insights

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

Image Read Post
Image

If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

Image

If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

Image Read Post
Image

🎁 We’re bringing back our festive Santa event by popular demand! 🎅 Bring your family for crafts, treats, and a magical visit with Santa. Don’t forget to bring a toy donation for the Holiday Giving Store—let’s make this season extra special for local kids! 📅 Saturday, Dec 13 | 9AM–12PM 🎟️ RSVP required: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #KalamazooEvents #SantaVisit #GiveBack

Image

🎁 We’re bringing back our festive Santa event by popular demand! 🎅 Bring your family for crafts, treats, and a magical visit with Santa. Don’t forget to bring a toy donation for the Holiday Giving Store—let’s make this season extra special for local kids! 📅 Saturday, Dec 13 | 9AM–12PM 🎟️ RSVP required: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #KalamazooEvents #SantaVisit #GiveBack

Image Read Post
Image

The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

Image

The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

Image Read Post
Image

If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals. Get in touch to discuss which strategy may be right for you. See thrivent.com/social for important disclosures.

Image

If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals. Get in touch to discuss which strategy may be right for you. See thrivent.com/social for important disclosures.

Image Read Post
Image

Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

Image

Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

Image Read Post
Image

🎅 Santa’s Back—Don’t Miss Out! Santa Claus is coming to Kalamazoo! 🎄✨ Join us for a morning of holiday cheer, crafts, snacks, and photos with Santa himself. Spots are limited—RSVP now and help us spread joy by bringing a new, unwrapped toy for Family & Children Services’ Holiday Giving Store! 👉 Register here: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #SantaInKalamazoo #HolidayGiving #SpreadJoy

Image

🎅 Santa’s Back—Don’t Miss Out! Santa Claus is coming to Kalamazoo! 🎄✨ Join us for a morning of holiday cheer, crafts, snacks, and photos with Santa himself. Spots are limited—RSVP now and help us spread joy by bringing a new, unwrapped toy for Family & Children Services’ Holiday Giving Store! 👉 Register here: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #SantaInKalamazoo #HolidayGiving #SpreadJoy

Image Read Post
Image

Grab your spot by sending us your RSVP! 5 Keys to Retiring Fearlessly Workshop Date: Oct 9th Time: 6:00 PM EST Location: Latitude 42 Brewing Company-Oshtemo RSVP by calling us or email lakeeffectfinancialconsultants@thrivent.com Come learn how to retire fearlessly and how taxes can affect your retirement. No products will be sold.

Image

Grab your spot by sending us your RSVP! 5 Keys to Retiring Fearlessly Workshop Date: Oct 9th Time: 6:00 PM EST Location: Latitude 42 Brewing Company-Oshtemo RSVP by calling us or email lakeeffectfinancialconsultants@thrivent.com Come learn how to retire fearlessly and how taxes can affect your retirement. No products will be sold.

Image Read Post
Image

Learn how to retire fearlessly!! 5 Keys to Retiring Fearlessly Workshop Date: Thursday, Oct 9th Time: 6:00 PM EST Location: Latitude 42-Oshtemo Dinner will be served during the presentation. RSVP by calling us or emailing: lakeeffectfinancialconsultants@thrivent.com As you approach retirement, you may be ready to figure out what steps to take next. At 5 Keys to Retiring Fearlessly gain insights that can give you confidence that you are saving enough and strategies to help ensure you won’t outlive your money. Learn how to protect yourself from life’s “what-ifs.” In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check. If you know a friend or family member that could benefit from this workshop, please invite them to RSVP. We hope to see you there! No products will be sold.

Image

Learn how to retire fearlessly!! 5 Keys to Retiring Fearlessly Workshop Date: Thursday, Oct 9th Time: 6:00 PM EST Location: Latitude 42-Oshtemo Dinner will be served during the presentation. RSVP by calling us or emailing: lakeeffectfinancialconsultants@thrivent.com As you approach retirement, you may be ready to figure out what steps to take next. At 5 Keys to Retiring Fearlessly gain insights that can give you confidence that you are saving enough and strategies to help ensure you won’t outlive your money. Learn how to protect yourself from life’s “what-ifs.” In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check. If you know a friend or family member that could benefit from this workshop, please invite them to RSVP. We hope to see you there! No products will be sold.

Image Read Post
Image

This is going to be a fun one! Grab your friends and family and join the Thrivent Member Network for a Football experience at University of Michigan Stadium on Saturday, November 15 from 12:00 - 4:30 p.m. at the Jack Roth Stadium Club. During this exclusive away game day experience at the Jack Roth Stadium Club, you will have the opportunity to tour the stadium, enjoy games and photos on the field, participate in a Thrivent Action Team, and more! Lunch and snacks will be available throughout the event. Tickets are $5/person Register here: https://bit.ly/ThriventUMSocial No products will be sold. For more information visit Thrivent.com/social.

Image

This is going to be a fun one! Grab your friends and family and join the Thrivent Member Network for a Football experience at University of Michigan Stadium on Saturday, November 15 from 12:00 - 4:30 p.m. at the Jack Roth Stadium Club. During this exclusive away game day experience at the Jack Roth Stadium Club, you will have the opportunity to tour the stadium, enjoy games and photos on the field, participate in a Thrivent Action Team, and more! Lunch and snacks will be available throughout the event. Tickets are $5/person Register here: https://bit.ly/ThriventUMSocial No products will be sold. For more information visit Thrivent.com/social.

Image Read Post
Image

Our office will be closed on Monday, September 1st for Labor Day. We will return to the office on Tuesday, September 2nd. We hope you can take this time to enjoy time with friends and family and relax!

Image

Our office will be closed on Monday, September 1st for Labor Day. We will return to the office on Tuesday, September 2nd. We hope you can take this time to enjoy time with friends and family and relax!

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.