An Exciting New Chapter!
I am delighted to share that I have joined Roots Financial Group as an Associate Financial Advisor.
While my commitment to serving you remains unchanged, this transition allows me to continue providing personalized financial guidance with the support of a team that shares my values of compassion, trust, and helping people make confident financial decisions.
As many of you know, I am passionate about helping individuals and families navigate important life transitions, including divorce, retirement, and other significant financial milestones. My designations of Certified Divorce Financial Analyst®️ (CDFA®️) and Behavior al Financial Advisor™️ (BFA™️) as well as my specialized training allows me to support clients not only with financial planning strategies, but also with the emotional and behavioral aspects of financial decision-making.
I am excited about the expanded resources, collaborative expertise, and client-focused approach that Roots Financial Group brings, and I look forward to continuing to help you pursue your financial goals with clarity and confidence. To learn more about the team and the services available to support you, I invite you to visit the Roots Financial Group website and explore the talented professionals who make up our team: Roots Financial Group, Thrivent.
Most importantly, thank you for your trust. It is a privilege to be part of your financial journey, and I look forward to serving you in this next chapter.
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
An Exciting New Chapter!
I am delighted to share that I have joined Roots Financial Group as an Associate Financial Advisor.
While my commitment to serving you remains unchanged, this transition allows me to continue providing personalized financial guidance with the support of a team that shares my values of compassion, trust, and helping people make confident financial decisions.
As many of you know, I am passionate about helping individuals and families navigate important life transitions, including divorce, retirement, and other significant financial milestones. My designations of Certified Divorce Financial Analyst®️ (CDFA®️) and Behavior al Financial Advisor™️ (BFA™️) as well as my specialized training allows me to support clients not only with financial planning strategies, but also with the emotional and behavioral aspects of financial decision-making.
I am excited about the expanded resources, collaborative expertise, and client-focused approach that Roots Financial Group brings, and I look forward to continuing to help you pursue your financial goals with clarity and confidence. To learn more about the team and the services available to support you, I invite you to visit the Roots Financial Group website and explore the talented professionals who make up our team: Roots Financial Group, Thrivent.
Most importantly, thank you for your trust. It is a privilege to be part of your financial journey, and I look forward to serving you in this next chapter.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
See thrivent.com/social for important disclosures.
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. This article helps break down investing basics—from stocks and bonds, to diversification and risk tolerance—in an easy-to-understand way: https://bit.ly/4vNRzdE
Ready to level up your investing knowledge? Start with these 3 articles:
1) How inflation impacts investments: https://bit.ly/4e0pR7i
2) Investing in volatile markets: https://bit.ly/4efTwZ0
3) Strategic asset allocation: https://bit.ly/4e4Wcdh
Why choose a career as a Thrivent financial advisor?
Purpose – Help channel your clients’ financial confidence into meaningful generosity.
Support – Get dedicated teams, tools and proven resources to support you at every stage of your career.
Values – Work with a unique clientele that shares a common bond of Christianity and cares deeply about helping their local community.
Learn more about a career you can put your whole heart into: thriventcareers.com/4dRGhO6
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
36386k-2
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
36386k
