Financial planning isn’t just for high earners—it’s for everyday people with goals both big and small.Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities.👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish.See thrivent.com/social for important disclosures.
Want to build a financial plan?👉 Think of it like building a house. Start with a solid blueprint and a strong foundation to support your goals. From there, you can keep building upward with confidence.Here are 6 steps to help you get started: https://bit.ly/48hj4SK
Investment scams are now the costliest form of fraud in America. Criminals often build trust over weeks or months through social media, dating apps or even “wrong number” texts before pitching a fake investment platform that appears to show real returns.👉 If someone you’ve met online brings up investing, end the conversation. If you’re unsure about an investment opportunity, reach out and Thrivent can help you assess the situation.
Many people are surprised to learn that taxes can get more complicated in retirement. Here’s the good news: Tax-efficient strategies can help you keep more of your savings working for your lifestyle and the legacy you hope to leave.Let’s discuss the strategies you can implement to protect your income in retirement.See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Credentials and experience matter when choosing a financial advisor--but they're just one piece of the puzzle.It's also important to find someone who understands your values and what matters most to you.These questions can help you find the financial advisor who's committed to your success: https://bit.ly/3KdgUve
🏡 Your financial house should be built to last—and you can make it stronger with the right help.Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:✅ Prepare for the unexpected✅ Save and invest for major milestones✅ Adapt as your goals evolveTogether, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.See thrivent.com/social for important disclosures.
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.Learn more here: https://bit.ly/45coYDAIf you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5ptLet’s review your strategy together and make sure your investments support your next chapter.
"Trust in the Lord with all your heart and lean not on your own understanding; in all your ways submit to him, and he will make your paths straight." - Proverbs 3:5-6
Ever feel like investing is its own language? You’re not alone.If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you.Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
