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Insights

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

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Financial planning isn’t one-size-fits-all. Individuals with Multiple Sclerosis, chiropractors, small business owners, and families each face unique financial challenges and opportunities. Whether it's managing healthcare costs, optimizing business cash flow, or creating a tax-efficient legacy, having the right strategy in place can make all the difference. Are you confident in your financial plan? Let’s connect and explore ways to build a more secure future. See thrivent.com/social for important disclosure information. #FinancialPlanning #WealthManagement #TaxEfficiency #Thrivent #Chiropractor

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Financial planning isn’t one-size-fits-all. Individuals with Multiple Sclerosis, chiropractors, small business owners, and families each face unique financial challenges and opportunities. Whether it's managing healthcare costs, optimizing business cash flow, or creating a tax-efficient legacy, having the right strategy in place can make all the difference. Are you confident in your financial plan? Let’s connect and explore ways to build a more secure future. See thrivent.com/social for important disclosure information. #FinancialPlanning #WealthManagement #TaxEfficiency #Thrivent #Chiropractor

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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With Thrivent, Doc realized he could make money more meaningful by paying it forward and using it to enrich others’ lives. How can Thrivent help you spread generosity?

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With Thrivent, Doc realized he could make money more meaningful by paying it forward and using it to enrich others’ lives. How can Thrivent help you spread generosity?

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Had a great Lunch & Learn at ACO with Richard Chaves and Jennifer Vasile, where we discussed the 5 Keys to Retiring Fearlessly! It’s always rewarding to share strategies that help people feel more confident about their financial future. Richard Chaves is a Market Director with Thrivent, and I’m a financial advisor, both focused on guiding people toward financial clarity and purpose. Appreciate ACO for having us! If you want to build a retirement strategy with confidence, let’s connect. #RetireFearlessly #FinancialPlanning #Thrivent #LunchAndLearn See Thrivent.com/social for additional disclosures.

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Had a great Lunch & Learn at ACO with Richard Chaves and Jennifer Vasile, where we discussed the 5 Keys to Retiring Fearlessly! It’s always rewarding to share strategies that help people feel more confident about their financial future. Richard Chaves is a Market Director with Thrivent, and I’m a financial advisor, both focused on guiding people toward financial clarity and purpose. Appreciate ACO for having us! If you want to build a retirement strategy with confidence, let’s connect. #RetireFearlessly #FinancialPlanning #Thrivent #LunchAndLearn See Thrivent.com/social for additional disclosures.

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When generosity is valued by a financial services organization and its clients, there’s no shortage of opportunities to make an impact. How can Thrivent help you make a difference in your community?

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When generosity is valued by a financial services organization and its clients, there’s no shortage of opportunities to make an impact. How can Thrivent help you make a difference in your community?

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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There are several college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications. Discover your options here: https://bit.ly/4etFAt2

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There are several college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications. Discover your options here: https://bit.ly/4etFAt2

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Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk. See thrivent.com/social for important disclosures.

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Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk. See thrivent.com/social for important disclosures.

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Got a little more than I bargained for at the ACO Golf Charity Event on Monday—my first sunburn of the year! A big change from last year’s cold, but still an incredible day supporting an awesome organization. Huge thanks to everyone who made it happen. Already looking forward to next year! #ACO #CharityGolf #GoodCause #SpringIsHere #FinancialAdvisor For disclosure information, see thrivent.com/social.

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Got a little more than I bargained for at the ACO Golf Charity Event on Monday—my first sunburn of the year! A big change from last year’s cold, but still an incredible day supporting an awesome organization. Huge thanks to everyone who made it happen. Already looking forward to next year! #ACO #CharityGolf #GoodCause #SpringIsHere #FinancialAdvisor For disclosure information, see thrivent.com/social.

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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