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When Jane’s husband lost his job and medical bills piled up, their family’s financial future felt uncertain. With mortgage payments, daily expenses, and long-term goals like saving for their children’s education, she didn’t know where to start. That’s when she reached out to us. We helped Jane assess her finances, prioritize expenses, and create a plan that put her back in control. By restructuring their budget and adjusting their investments, they found stability and a clear path forward. Now, they’re rebuilding their savings and managing their finances with confidence. Their journey is a reminder that financial challenges don’t have to be faced alone. If you need guidance, we’re here to help. Send us a message or call us today: 267-347-3477. See thrivent.com/social for important disclosures.

When Jane’s husband lost his job and medical bills piled up, their family’s financial future felt uncertain. With mortgage payments, daily expenses, and long-term goals like saving for their children’s education, she didn’t know where to start. That’s when she reached out to us. We helped Jane assess her finances, prioritize expenses, and create a plan that put her back in control. By restructuring their budget and adjusting their investments, they found stability and a clear path forward. Now, they’re rebuilding their savings and managing their finances with confidence. Their journey is a reminder that financial challenges don’t have to be faced alone. If you need guidance, we’re here to help. Send us a message or call us today: 267-347-3477. See thrivent.com/social for important disclosures.


Spring is just around the corner, why not take this time to refresh your finances? Review your budget & spending Check in on your retirement & investment goals Organize important documents before tax time Make sure your insurance & estate plans are up to date A little financial pre-spring cleaning can set you up for a strong year ahead. Have questions? We’re here to help! Reach out today for personalized guidance. 267-347-3477. See thrivent.com/social for important disclosures.

Spring is just around the corner, why not take this time to refresh your finances? Review your budget & spending Check in on your retirement & investment goals Organize important documents before tax time Make sure your insurance & estate plans are up to date A little financial pre-spring cleaning can set you up for a strong year ahead. Have questions? We’re here to help! Reach out today for personalized guidance. 267-347-3477. See thrivent.com/social for important disclosures.


Baby season is here! AARK Wildlife & Rehabilitation’s nursery is filling up with orphaned wildlife in need of care. From formula to heating pads, they rely on community support to give these little ones a fighting chance. This is a great opportunity to use a Thrivent Action Team to gather supplies and make an impact! Consider applying for an Action Team to purchase items from their Baby Shower Wishlist and rally friends to support this cause. Contact us to apply, and learn more: https://connect.thrivent.com/redtail-financial-group For more information about AARK visit their website: https://www.aark.org/

Baby season is here! AARK Wildlife & Rehabilitation’s nursery is filling up with orphaned wildlife in need of care. From formula to heating pads, they rely on community support to give these little ones a fighting chance. This is a great opportunity to use a Thrivent Action Team to gather supplies and make an impact! Consider applying for an Action Team to purchase items from their Baby Shower Wishlist and rally friends to support this cause. Contact us to apply, and learn more: https://connect.thrivent.com/redtail-financial-group For more information about AARK visit their website: https://www.aark.org/


Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o


You’ve done well managing your own portfolio - but let’s be real, things are getting pretty wild. If market swings, economic uncertainty, and all the latest headlines have you questioning your strategy (or losing sleep), it might be time to tag us in. We help DIY investors like you take the guesswork out of what’s next. Ready to trade stress for strategy? Give us a call: 267-347-3477. See thrivent.com/social for important disclosures.

You’ve done well managing your own portfolio - but let’s be real, things are getting pretty wild. If market swings, economic uncertainty, and all the latest headlines have you questioning your strategy (or losing sleep), it might be time to tag us in. We help DIY investors like you take the guesswork out of what’s next. Ready to trade stress for strategy? Give us a call: 267-347-3477. See thrivent.com/social for important disclosures.


Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.