About Philip Maass

Getting a holistic picture of your finances and identifying your next steps isn't always easy or clear. That's why I'm here to provide the expertise and support you need.

As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and provide specific written recommendations to help ensure you're well positioned to reach your goals.

Professional Highlights

CFP® (Certified Financial Planner®), a certification granted by CFP Board, Washington, D.C.
CLU® (Chartered Life Underwriter®), a designation granted by the American College, Bryn Mawr, PA.
FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.

Education and Experience

FINRA Series 7 General Securities Representative.
FINRA Series 66 Uniform Combined State Law.
Master of Agribusiness Degree
EDHEC Business School – International Studies
Thrivent financial professional since 2005

Specializations

Estate strategies
Income tax planning
Life Insurance
Investments
Retirement Planning

Personal Profile

My wife and I have been married for over 23 years
We have 4 children
I enjoy fishing, hunting, projects in my workshop and making authentic Texas BBQ

Giving Back

I support the following charities and causes:

Youth livestock programs
High School sports programs
Local churches
TAMU Corps of Cadets
Chamber Choir of Grand Rapids

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.

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.