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

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Retirement, Done Right. https://connect.thrivent.com/new-day-planning See thrivent.com/social for additional disclosures. #RetirementPlanning #IncomeStrategy #FinancialFreedom #RetirementReady #FutureFocused

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Retirement, Done Right. https://connect.thrivent.com/new-day-planning See thrivent.com/social for additional disclosures. #RetirementPlanning #IncomeStrategy #FinancialFreedom #RetirementReady #FutureFocused

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#WednesdayWisdom See thrivent.com/social for additional disclosures.

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#WednesdayWisdom See thrivent.com/social for additional disclosures.

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Engaging in meaningful conversations is not just a crucial aspect of our jobs; it's also one of our favorite activities. See thrivent.com/social for additional disclosures.

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Engaging in meaningful conversations is not just a crucial aspect of our jobs; it's also one of our favorite activities. See thrivent.com/social for additional disclosures.

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From getting married to changing careers, the biggest life events often come with the biggest financial decisions. The question isn’t if life will change—it’s whether your plan is ready when it does. Let’s talk about what’s next for you. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeEvents #MoneyMatters #FutureFocused #FinancialConfidence #PlanAhead #WealthPlanning #LifeChanges

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From getting married to changing careers, the biggest life events often come with the biggest financial decisions. The question isn’t if life will change—it’s whether your plan is ready when it does. Let’s talk about what’s next for you. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeEvents #MoneyMatters #FutureFocused #FinancialConfidence #PlanAhead #WealthPlanning #LifeChanges

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Throwing it back to our Summer of Hope Food Drive ☀️💛 From packing bags to showing up for our community, this day was full of heart, teamwork, and a whole lot of purpose. It’s amazing what can happen when people come together to make a difference. #Throwback #SummerOfHope #FoodDrive #CommunityStrong #GiveBack #MakingADifference #StrongerTogether #ServeOthers #CommunityImpact #TBT See thrivent.com/social for additional disclosures. No products will be sold.

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Throwing it back to our Summer of Hope Food Drive ☀️💛 From packing bags to showing up for our community, this day was full of heart, teamwork, and a whole lot of purpose. It’s amazing what can happen when people come together to make a difference. #Throwback #SummerOfHope #FoodDrive #CommunityStrong #GiveBack #MakingADifference #StrongerTogether #ServeOthers #CommunityImpact #TBT See thrivent.com/social for additional disclosures. No products will be sold.

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Your financial plan can do more than support your future—it can create impact today. Through thoughtful planning, New Day Planning helps you integrate generosity, giving, and purpose into your financial strategy. Because success isn’t just what you build—it’s what you give. See thrivent.com/social for additional disclosures #Generosity #PurposefulLiving #FinancialImpact #GiveBack #LegacyPlanning #MoneyWithMeaning

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Your financial plan can do more than support your future—it can create impact today. Through thoughtful planning, New Day Planning helps you integrate generosity, giving, and purpose into your financial strategy. Because success isn’t just what you build—it’s what you give. See thrivent.com/social for additional disclosures #Generosity #PurposefulLiving #FinancialImpact #GiveBack #LegacyPlanning #MoneyWithMeaning

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If you’ve been looking for a way to give back, this is it. Apply here to get started: https://bit.ly/3VaPQiF See thrivent.com/social for important disclosures. #CommunityStrong #GiveBack #ServeOthers #MakeADifference #StrongerTogether #SupportLocal #CommunityImpact

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If you’ve been looking for a way to give back, this is it. Apply here to get started: https://bit.ly/3VaPQiF See thrivent.com/social for important disclosures. #CommunityStrong #GiveBack #ServeOthers #MakeADifference #StrongerTogether #SupportLocal #CommunityImpact

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Let’s build a plan that supports your future—and your purpose. 📞 Start the conversation today: (401) 647-0664 See thrivent.com/social for additional disclosures. #RetirementPlanning #RICP #IncomePlanning #FutureReady #FinancialFreedom #RetireConfidently #FinancialWellness #PlanForTomorrow

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Let’s build a plan that supports your future—and your purpose. 📞 Start the conversation today: (401) 647-0664 See thrivent.com/social for additional disclosures. #RetirementPlanning #RICP #IncomePlanning #FutureReady #FinancialFreedom #RetireConfidently #FinancialWellness #PlanForTomorrow

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What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more...

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Our team are experienced professionals dedicated to building lifelong relationships with the clients we serve. Knowledge and expertise matter—but so does genuine care. When you work with us, you’re not just working with one advisor. You have an entire team of financial professionals collaborating to create a strategy centered around what matters most to you and your goals. For disclosure information, see thrivent.com/social. #FinancialPlanning #TeamApproach #ClientFocused #FinancialConfidence #WealthStrategy #PlanWithPurpose

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Our team are experienced professionals dedicated to building lifelong relationships with the clients we serve. Knowledge and expertise matter—but so does genuine care. When you work with us, you’re not just working with one advisor. You have an entire team of financial professionals collaborating to create a strategy centered around what matters most to you and your goals. For disclosure information, see thrivent.com/social. #FinancialPlanning #TeamApproach #ClientFocused #FinancialConfidence #WealthStrategy #PlanWithPurpose

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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