Your financial plan should reflect more than your income and investment accounts.Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.It’s not about separating faith from finances.It’s about putting your values on the table.For disclosure information, see thrivent.com/social
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Great question.You shouldn’t need a decoder ring to understand your financial advisor. 😄But those designations can tell you something important: your advisor has invested time and effort into developing specialized knowledge.And ultimately, that knowledge should translate into something much more valuable than letters on a business card:Better conversations. Better questions. Better planning.See thrivent.com/social for additional disclosures.
Numbers matter. But people matter more.Our team is made up of experienced financial professionals who believe good planning starts with actually getting to know you—your goals, your priorities, and what keeps you up at night.We’re here for the big decisions, the unexpected turns, and all the conversations in between.Because we’re not looking for a one-time transaction.We’re building relationships that last.#FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose
Good tax planning connects the dots.#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategyFor disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Being the person everyone depends on feels pretty good.Until you want to take a vacation. 😉Or retire.Or something unexpected happens.Part of succession planning is building a business that can keep moving forward—even when you’re no longer the one making every decision.That can mean stronger systems, documented processes, developing key people and creating a clear plan for ownership.Build a business people can buy—not one they can only buy from you.For disclosure information, see thrivent.com/social.#BusinessPlanning #BusinessValue #ExitPlanning #SuccessionPlanning
We help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy.The goal isn’t just to have a plan.It’s to understand how the pieces work together—and what your decisions could mean for the road ahead.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax profession
Outside of work, Mark enjoys cycling and weightlifting and spending time with his wife, Nancy, and their two children.https://connect.thrivent.com/seneca-groupFor disclosure information, see thrivent.com/social.#MeetTheTeam #FinancialPlanning #FinancialConfidence
Good financial planning looks beyond today.At the Seneca Group, we build lasting relationships with our clients and work alongside them through the financial decisions that matter now—and the ones that will matter years from now.That means working with you, your family, and the next generation to create a strategy designed around your goals.Because financial clarity isn’t just about knowing where you are.It’s knowing where you’re going next.#SenecaGroup #FinancialClarity #WealthPlanning #LegacyPlanning #FinancialStrategyFor disclosure information, see thrivent.com/social
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact us today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
That’s why the Seneca Group brings an entire team of professionals to the table—working together to build a dedicated strategy around what matters most to you.Whether you’re an individual, a business owner, or planning for the next generation, our goal is the same:Less financial guesswork. More clarity.#SenecaGroup #FinancialPlanning #WealthPlanning #FinancialClarity #LegacyPlanningFor disclosure information, see thrivent.com/social
We help you prepare for the financial side of that next chapter—before retirement and throughout it.Because your retirement plan should be built around your life, not someone else’s checklist.For disclosure information, see thrivent.com/social
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.Your tax bracket is a planning tool. Use it.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
How they're allocated. When they're adjusted. How much risk you're taking.Those decisions can make just as much difference as what you invest in.See thrivent.com/social for additional disclosures.#InvestmentStrategy #WealthAdvisor
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.It can also help you:• Align your assets with what matters most.• Set clearer expectations for loved ones.• Reduce uncertainty with intentional planning.Discover how to help secure your legacy for your loved ones ⬇️
