Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Want to build a financial plan?
👉 Think of it like building a house. Start with a solid blueprint and a strong foundation to support your goals. From there, you can keep building upward with confidence.
Here are 6 steps to help you get started: https://bit.ly/48hj4SK
Credentials and experience matter when choosing a financial advisor--but they're just one piece of the puzzle.
It's also important to find someone who understands your values and what matters most to you.
These questions can help you find the financial advisor who's committed to your success: https://bit.ly/3KdgUve
"Trust in the Lord with all your heart and lean not on your own understanding; in all your ways submit to him, and he will make your paths straight." - Proverbs 3:5-6
Feeling behind financially? Don’t fret—time is still on your side.
With the right financial planning, you can take control of your money and work toward your goals with confidence—whether you want to buy a home, start a family, pay off student loans or something else.
Here’s how to get started ➡️https://bit.ly/4r9sw2Y
Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk.
👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes.
If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss.
See thrivent.com/social for important disclosures.
"Restore to me the joy of your salvation, and sustain in me a willing spirit." - Psalm 51:12
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
Through a Thrivent Action Team, the Pinnacle Financial team in Helena, MT gathered over $2,500 in gift cards for fun activities around the Helena area for the children in Residential Treatment at Intermountain! So much healing and relationship building can happen while they are bowling, bouncing, going to the movies or enjoying an ice cream treat. Our Thrivent members are so amazing and generous - thank you for making the children's holiday season fun and bright!
This week was a joy, with over 120 Thrivent members visiting Garvan Woodland Gardens for the holiday lights. Second Chance Ranch and the foster families were truly grateful for you generosity. Thank you to everyone who donated toys!
We are so appreciative of the amazing design team that created our "World of Possibilities" entry at Intermountain's Festival of Trees in Helena, MT!
During art class at Intermountain’s Residential School, the students created the paper dolls that adorn our tree. Each child assembled a paper doll that reflects who they are – kids working on hard problems while learning how to navigate relationships, build trust, and hope for a future filled with a world of possibilities.
In support of the Residential Campus and School, all of the items in this “Gift of Giving Back” tree and package were donated back to Intermountain, in addition to the $10K the tree brought during the event!
The Arkansas State Capitol Building is always beautiful sight to behold, but it is extra special this Christmas season!
A few members of our group had the pleasure of taking a tour today. What a fun experience!!
We hope that you too will take some time to get out of the house and see this local treasure. Speaking of 'treasure', they allow you to hold over $500,000 in cash once you are inside the Treasurer's Office!
If you're interested in taking a tour like this with Thrivent members who live here in Central Arkansas, please let us know by commenting below or by sending us an email at PinnacleFinancialAdvisors@Thrivent.com.
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
Thrivent Action Team volunteers from New Life Lutheran packed up Emergency Food Packs for Helena Food Share to distribute. 4,480 gallon bags were purchased with Thrivent Action Team funds, and they will be used to create about seven months of Emergency Food Packs. Are you a Thrivent member who hasn't used their Action Teams this year? Click the link below to apply and impact a cause you care about! https://bit.ly/47Ba0ZK
What you need to know about legacy planning & how to get started
Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓