S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
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
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.
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!
"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.
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.
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.
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.
A proactive approachIf 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.
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. 👇
Bring your retirement into focusWhether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇
If you’d like to have a discussion about retirement planning, let’s connect.
May 2024 Market Update: April showers dampen investors’ optimismMarkets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S
If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.
Working tax efficiency into your financial strategyUnderstanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️
1. Investment
2. Time
3. Income tax
Wealth transfer strategies: How to leave assets to your loved onesRemember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create a lasting legacy. 👇🏼
