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Insights

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

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If you live in Southern California like I do, you may not be familiar with the changing seasons. Every season is summer here! But what about the changing seasons of life? Wherever you are at in your life, my team and I here at Thrivent meet you there. From building a foundation to handing over your legacy and everything in between, we are here to help guide you through the different seasons of life. On your best day, or your worst day, we are here for you and believe your money should be too.

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If you live in Southern California like I do, you may not be familiar with the changing seasons. Every season is summer here! But what about the changing seasons of life? Wherever you are at in your life, my team and I here at Thrivent meet you there. From building a foundation to handing over your legacy and everything in between, we are here to help guide you through the different seasons of life. On your best day, or your worst day, we are here for you and believe your money should be too.

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It's the first day of Fall 2024! Enjoy everything pumpkin spice! Did you know they make pumpkin spice Oreos? Or maybe you're into Halloween more than fall - in that case, enjoy your spooky, scary season! No matter what you love, we're here to celebrate it with you. Let me know what season or holiday you love most below!

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It's the first day of Fall 2024! Enjoy everything pumpkin spice! Did you know they make pumpkin spice Oreos? Or maybe you're into Halloween more than fall - in that case, enjoy your spooky, scary season! No matter what you love, we're here to celebrate it with you. Let me know what season or holiday you love most below!

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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"Do everything in love." - 1 Corinthians 16:14 You may not know this, but Thrivent is a not-for-profit organization with a Christian membership. Everything I do for my clients, I do in love. And my company supports me. To me, there is nothing more important than that.

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"Do everything in love." - 1 Corinthians 16:14 You may not know this, but Thrivent is a not-for-profit organization with a Christian membership. Everything I do for my clients, I do in love. And my company supports me. To me, there is nothing more important than that.

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I want to protect my husband in case anything should happen to me. And I know he feels the same way about me. Who do you want to protect? Let's have a conversation about the different options there are for family protection and put a plan in place. On your best day or your worst day, my team and I hear at Thrivent are here to help protect what matters most to you. If requested, a licensed insurance agent/producer may contact you. See thrivent.com/social for important disclosures.

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I want to protect my husband in case anything should happen to me. And I know he feels the same way about me. Who do you want to protect? Let's have a conversation about the different options there are for family protection and put a plan in place. On your best day or your worst day, my team and I hear at Thrivent are here to help protect what matters most to you. If requested, a licensed insurance agent/producer may contact you. See thrivent.com/social for important disclosures.

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What services do my team and I provide here at Thrivent Financial? ✅ Holistic Financial Guidance ✅ Retirement Planning ✅ Tax Efficiency ✅ Life Insurance ✅ Disability Insurance ✅ Annuities ✅ Debt Consolidation ✅ Budgeting Assistance Is there something here that you have questions about? Let's schedule a time to chat! Is there something financially related that you have questions about that is not on this list? Let me know, and I may be able to help still! It never hurts to ask! Are you curious about something but might not want me involved because we are related, friends, or any other reason? It happens more often than you would think, and I still want to help! Reach out to me just to let me get you in contact with my team, and the confidentiality remains from there. I hope to hear from you soon! *See thrivent.com/social for important disclosures.

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What services do my team and I provide here at Thrivent Financial? ✅ Holistic Financial Guidance ✅ Retirement Planning ✅ Tax Efficiency ✅ Life Insurance ✅ Disability Insurance ✅ Annuities ✅ Debt Consolidation ✅ Budgeting Assistance Is there something here that you have questions about? Let's schedule a time to chat! Is there something financially related that you have questions about that is not on this list? Let me know, and I may be able to help still! It never hurts to ask! Are you curious about something but might not want me involved because we are related, friends, or any other reason? It happens more often than you would think, and I still want to help! Reach out to me just to let me get you in contact with my team, and the confidentiality remains from there. I hope to hear from you soon! *See thrivent.com/social for important disclosures.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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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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How to avoid running out of money in retirement

“Will I outlast my retirement savings?” It’s a common concern, but planning for retirement shouldn’t be a guessing game. Check out these four actionable steps to stretch your money further in retirement. 👇

People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last.

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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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