Helping you create a financial strategy that reflects your core values.
At Thrivent, we want to help Christians be wise with money and live generously. We have a different mindset about finances…We believe that money is a tool and not a goal. Whether it is helping you plan for retirement, or to navigate a transition in life, I will provide financial guidance so together we can develop a financial strategy that reflects your goals and values and helps your money work for you.
I specialize in helping people be more secure in areas of:
· Financial guidance with a holistic approach
· Life and health benefit consulting
· Wealth accumulation and risk management strategies
· Tax strategies
· Retirement income planning
· Executive benefits and key person retention strategies
· Business protection and employee benefits
· Advanced charitable and legacy strategies
Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Cleveland Office
- Phone:
- 920-646-3016
- Mobile:
- 920-917-4375