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Many of my clients say that CD renewal rates are not very exciting right now, and ask me what the alternatives are. The answer is…..it depends! I can think of at least three alternative options, but it depends on the job of that money! The real question is: do you have someone you can talk to when you have questions like this? You should. You deserve to. Let’s connect.
Many of my clients say that CD renewal rates are not very exciting right now, and ask me what the alternatives are. The answer is…..it depends! I can think of at least three alternative options, but it depends on the job of that money! The real question is: do you have someone you can talk to when you have questions like this? You should. You deserve to. Let’s connect.

BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!
BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!

BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!
BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!


"When you pass through the waters, I will be with you; and when you pass through the rivers, they will not sweep over you..." - Isaiah 43:2

"When you pass through the waters, I will be with you; and when you pass through the rivers, they will not sweep over you..." - Isaiah 43:2

BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Client: “This could NOT have been done without you” Let’s do this!!! Yessss!
BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Client: “This could NOT have been done without you” Let’s do this!!! Yessss!


You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o


Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4

Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4


Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect! Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect! Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U