Financial Associate
.- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Colorado
- Minnesota
- Montana
- North Dakota
- South Dakota
- Texas
- Wyoming
Insights
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
36386k
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Office location
Bismarck Location
4007 State St, Suite 11
Bismarck, ND 58503
Phone701-712-3182HoursBismarck, ND 58503
M – F: 9 a.m. – 5 p.m.
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