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Insights

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

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Have you been considering an IRA, but don't know whether you should choose Traditional or Roth? Check this article out and discuss your unique situation with your tax pro: https://bit.ly/43BiWwC

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Have you been considering an IRA, but don't know whether you should choose Traditional or Roth? Check this article out and discuss your unique situation with your tax pro: https://bit.ly/43BiWwC

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Have you been considering an IRA, but don't know whether you should choose Traditional or Roth? Check this article out and discuss your unique situation with your tax pro: https://bit.ly/43BiWwC

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Have you been considering an IRA, but don't know whether you should choose Traditional or Roth? Check this article out and discuss your unique situation with your tax pro: https://bit.ly/43BiWwC

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From our families to yours, Happy Easter!

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From our families to yours, Happy Easter!

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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q ​ Let’s connect if you’d like to take the next step.

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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q ​ Let’s connect if you’d like to take the next step.

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When was the last time you reviewed your investment portfolio? Here are some signs it might be time to check into it - give us a call, we can help! https://bit.ly/4jiKX0x

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When was the last time you reviewed your investment portfolio? Here are some signs it might be time to check into it - give us a call, we can help! https://bit.ly/4jiKX0x

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Thrivent ranked among Barron’s Best Fund Families

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇

Thrivent Mutual Funds has been ranked among Barron’s Best Fund Families of 2024, ending 12/31/2024 with a ranking of ninth out of 48 fund families based on one-

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It's a question we get asked every day, and a question that has an infinite number of right answers: "Will I have enough money to make my retirement plans work the way I want them to work?" We spend a lot of time in our meetings discussing what you want that retirement to look like and analyzing the numbers to help determine the right answer for YOU, but here's a helpful article to make sure you stay on the right track - https://bit.ly/444B4iw

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It's a question we get asked every day, and a question that has an infinite number of right answers: "Will I have enough money to make my retirement plans work the way I want them to work?" We spend a lot of time in our meetings discussing what you want that retirement to look like and analyzing the numbers to help determine the right answer for YOU, but here's a helpful article to make sure you stay on the right track - https://bit.ly/444B4iw

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There is a LOT happening right now in the investment world - here are some insights from our Chief Investment Strategist Steve Lowe regarding the current market volatility. As always, please reach out if you have questions or concerns. We are here to help you! https://bit.ly/4214Qn3

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There is a LOT happening right now in the investment world - here are some insights from our Chief Investment Strategist Steve Lowe regarding the current market volatility. As always, please reach out if you have questions or concerns. We are here to help you! https://bit.ly/4214Qn3

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The newest edition of the Thrivent Magazine is here, refreshed for Spring 2025! Check it out here: https://bit.ly/4laLHGv

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The newest edition of the Thrivent Magazine is here, refreshed for Spring 2025! Check it out here: https://bit.ly/4laLHGv

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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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