Financial Advisor
.- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0D27956)
- Colorado
- Florida
- Georgia
- Indiana
- Michigan
- Missouri
- New York
- Ohio
- Oregon
- South Carolina
- Texas
Insights
Tools for tax-efficient charitable givingIRA. QCD. DAF. Let’s untangle these acronyms to see how they can help your generosity go further.
What is a beneficiary?Has it been a while since you chose beneficiaries for your accounts? If it’s time to re-assess, take a moment to refresh yourself on some basic beneficiary facts. ✓
Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ
Office locations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations