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We believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next. Let's build a plan with purpose. For more information visit Thrivent.com/social. #FinancialPlanning #PurposeDriven #RetirementPlanning

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We believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next. Let's build a plan with purpose. For more information visit Thrivent.com/social. #FinancialPlanning #PurposeDriven #RetirementPlanning

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The other half? How your financial decisions work together. When investments, retirement planning, and tax strategies are aligned, your financial plan can become more intentional—not more complicated. At New Day Planning, we believe every new day is an opportunity to make smarter financial decisions with confidence. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #NewDayPlanning #FinancialPlanning #TaxStrategy #InvestWithPurpose #RetirementReady #SmarterPlanning

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The other half? How your financial decisions work together. When investments, retirement planning, and tax strategies are aligned, your financial plan can become more intentional—not more complicated. At New Day Planning, we believe every new day is an opportunity to make smarter financial decisions with confidence. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #NewDayPlanning #FinancialPlanning #TaxStrategy #InvestWithPurpose #RetirementReady #SmarterPlanning

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At New Day Planning, we believe the strongest financial strategies don't stop at building wealth—they help you think through how taxes may impact what you've worked so hard to earn. A new day deserves a smarter plan. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #NewDayPlanning #TaxPlanning #InvestSmarter #FinancialPlanning #RetirementPlanning #PlanWithPurpose

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At New Day Planning, we believe the strongest financial strategies don't stop at building wealth—they help you think through how taxes may impact what you've worked so hard to earn. A new day deserves a smarter plan. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #NewDayPlanning #TaxPlanning #InvestSmarter #FinancialPlanning #RetirementPlanning #PlanWithPurpose

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Life moves fast, and your financial decisions matter. Whether you're building wealth, protecting your family, preparing for retirement, or navigating life's unexpected turns, we're here to help you create a strategy that fits your goals—not someone else's. Our job isn't to tell you what to do. It's to guide you with experience, thoughtful planning, and advice you can have confidence in. Let's make your next financial decision your best one yet. For more information visit Thrivent.com/social. #FinancialConfidence #FinancialPlanning #RetirementReady #InvestWithPurpose

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Life moves fast, and your financial decisions matter. Whether you're building wealth, protecting your family, preparing for retirement, or navigating life's unexpected turns, we're here to help you create a strategy that fits your goals—not someone else's. Our job isn't to tell you what to do. It's to guide you with experience, thoughtful planning, and advice you can have confidence in. Let's make your next financial decision your best one yet. For more information visit Thrivent.com/social. #FinancialConfidence #FinancialPlanning #RetirementReady #InvestWithPurpose

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His journey at Thrivent began as an intern and grew into a career focused on helping individuals and families build confidence in their financial future. A graduate of Bryant University with both a bachelor's and master's degree in finance, he brings both knowledge and enthusiasm to every client relationship. When he's not working, he enjoys sports and spending time outdoors year-round. #MeetYourAdvisor #FinancialPlanning #TeamSpotlight See thrivent.com/social for additional disclosures.

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His journey at Thrivent began as an intern and grew into a career focused on helping individuals and families build confidence in their financial future. A graduate of Bryant University with both a bachelor's and master's degree in finance, he brings both knowledge and enthusiasm to every client relationship. When he's not working, he enjoys sports and spending time outdoors year-round. #MeetYourAdvisor #FinancialPlanning #TeamSpotlight See thrivent.com/social for additional disclosures.

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Mark your calendars for our upcoming workshops! https://connect.thrivent.com/new-day-planning/events No products will be sold. See thrivent.com/social for additional disclosures. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Mark your calendars for our upcoming workshops! https://connect.thrivent.com/new-day-planning/events No products will be sold. See thrivent.com/social for additional disclosures. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time. A small step today can make a big difference tomorrow. For more information visit Thrivent.com/social. #FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused

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Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time. A small step today can make a big difference tomorrow. For more information visit Thrivent.com/social. #FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused

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Our diverse specialties and extensive industry experience allow us to provide timely guidance tailored to your unique needs. For disclosure information, see thrivent.com/social

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Our diverse specialties and extensive industry experience allow us to provide timely guidance tailored to your unique needs. For disclosure information, see thrivent.com/social

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Helping You Keep More of What You Earn. https://connect.thrivent.com/new-day-planning See thrivent.com/social for additional disclosures. #FaithAndFinance #FinancialPlanning #PurposeBasedPlanning #ValuesDriven #FamilyFocused #FinancialWisdom #BuildYourLegacy

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Helping You Keep More of What You Earn. https://connect.thrivent.com/new-day-planning See thrivent.com/social for additional disclosures. #FaithAndFinance #FinancialPlanning #PurposeBasedPlanning #ValuesDriven #FamilyFocused #FinancialWisdom #BuildYourLegacy

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Because dreams are even better with a financial roadmap. For disclosure information, see thrivent.com/social

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Because dreams are even better with a financial roadmap. 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.

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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