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Insights

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

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Looking for a sign to become a financial advisor? Hear from one of Thrivent’s financial advisors who loves their work. Learn more about this career opportunity: https://bit.ly/3XMWMUA

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Looking for a sign to become a financial advisor? Hear from one of Thrivent’s financial advisors who loves their work. Learn more about this career opportunity: https://bit.ly/3XMWMUA

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Have a game plan

After making financial mistakes of his own, Justin is fueled by his passion for increasing financial literacy in the minority communities of Austin, Texas. Let Justin’s approach to finances and generosity inspire you.

Thrivent client Justin Wynter strives to increase financial literacy at home and in his community.

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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Basics of a financial plan: What it is & getting started

Let'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. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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Working with Thrivent has helped Kimberly make the most of her blessings and find ways to be more generous with her finances.

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Working with Thrivent has helped Kimberly make the most of her blessings and find ways to be more generous with her finances.

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After graduating college and paying off his debts, Austin was able to build a financial foundation with Thrivent that has helped him pursue his dream of using music to better the lives of others.

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After graduating college and paying off his debts, Austin was able to build a financial foundation with Thrivent that has helped him pursue his dream of using music to better the lives of others.

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The September surge is real! Hiring is up this time of year, and we’re part of it. Our team’s got big goals to reach more clients—and we need to scale our team to make it happen. Learn more about the financial advisor career opportunity: thriventcareers.com/september-surge

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The September surge is real! Hiring is up this time of year, and we’re part of it. Our team’s got big goals to reach more clients—and we need to scale our team to make it happen. Learn more about the financial advisor career opportunity: thriventcareers.com/september-surge

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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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Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

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Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

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An estate plan is for them. Need help getting started? Here to be a resource for you. See thrivent.com/social for important disclosures.

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An estate plan is for them. Need help getting started? Here to be a resource for you. See thrivent.com/social for important disclosures.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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