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Insights

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

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Great having our Regional Investment Consultant, Peter McFarlane, CIMA, CFP, in for a visit! Peter has been an integral part of developing our asset management strategy as we help clients with their portfolio management needs. Thrivent continues to be a powerhouse, now with over 162 billion in assets under management! Have investment questions? Connect with me!

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Great having our Regional Investment Consultant, Peter McFarlane, CIMA, CFP, in for a visit! Peter has been an integral part of developing our asset management strategy as we help clients with their portfolio management needs. Thrivent continues to be a powerhouse, now with over 162 billion in assets under management! Have investment questions? Connect with me!

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You insure your health and home. What about your ability to earn an income? Let’s check that off your list.

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You insure your health and home. What about your ability to earn an income? Let’s check that off your list.

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Life is about celebrating the proud moments you’ve worked so hard for. What is one of your proudest moments?

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Life is about celebrating the proud moments you’ve worked so hard for. What is one of your proudest moments?

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How to protect your family financially over the years

Check out these ways to help protect the income your loved ones depend on—now and in the future.

Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it...

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Income protection helps ensure you and your loved ones have the income streams you need to keep life going.

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Income protection helps ensure you and your loved ones have the income streams you need to keep life going.

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What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!

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What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!

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As part of our National Volunteer Week activities, ✨ Thrivent is partnering with Wine to Water, an organization providing sustainable water solutions to communities around the world. 💧💧💧 Want to help provide safe water for all? Order your limited-edition Water Filter Build Kit through April 22 👉 https://bit.ly/43raWf5 #LiveGenerously #NationalVolunteerWeek2023 #WinetoWater

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As part of our National Volunteer Week activities, ✨ Thrivent is partnering with Wine to Water, an organization providing sustainable water solutions to communities around the world. 💧💧💧 Want to help provide safe water for all? Order your limited-edition Water Filter Build Kit through April 22 👉 https://bit.ly/43raWf5 #LiveGenerously #NationalVolunteerWeek2023 #WinetoWater

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Let's celebrate those who inspire us to live generously! ✨ This spring, Thrivent is launching the Live Generously®️ award to recognize individuals for significant acts of service and generosity. Do you have a friend, family member, neighbor or colleague who embraces a lifestyle of generosity and has made a meaningful difference this past year? Did they see a challenge and come up with a creative solution to help? If so, there’s still time to nominate them for a 2023 Live Generously®️ Award. Deadline for nominations is April 22. Follow the link to submit your nomination 👉 bit.ly/3JbyzA1 #LiveGenerously #Thrivent #ThriventActionTeams #Generosity

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Let's celebrate those who inspire us to live generously! ✨ This spring, Thrivent is launching the Live Generously®️ award to recognize individuals for significant acts of service and generosity. Do you have a friend, family member, neighbor or colleague who embraces a lifestyle of generosity and has made a meaningful difference this past year? Did they see a challenge and come up with a creative solution to help? If so, there’s still time to nominate them for a 2023 Live Generously®️ Award. Deadline for nominations is April 22. Follow the link to submit your nomination 👉 bit.ly/3JbyzA1 #LiveGenerously #Thrivent #ThriventActionTeams #Generosity

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FREE Financial Seminar: Increase Your Lifetime Wealth with Tax Planning Join us for this In-Person event. Details below. Catering by the Olive Garden. No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. Learn more at our event with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC. 2 Dates: TODAY, Tuesday, March 28th at 8pm at First Seventh Day Adventist Church of West Palm Beach, 6300 Summit Blvd, West Palm Beach, FL 33415 or Thursday March 30 at 7pm at Palm Springs SDA Church, 4424 S Military Trail, Lake Worth, FL 33463 Spots are limited. RSVP @ 561-969-8879 or shanell.foster@thrivent.com If you know someone that would benefit from this event, please forward this invitation. No products will be sold. For additional disclosures, visit thrivent.com/social.

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FREE Financial Seminar: Increase Your Lifetime Wealth with Tax Planning Join us for this In-Person event. Details below. Catering by the Olive Garden. No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. Learn more at our event with Debbie Taylor, Certified Public Accountant (CPA) and attorney, and the founder and lead wealth advisor of Taylor Financial Group, LLC. 2 Dates: TODAY, Tuesday, March 28th at 8pm at First Seventh Day Adventist Church of West Palm Beach, 6300 Summit Blvd, West Palm Beach, FL 33415 or Thursday March 30 at 7pm at Palm Springs SDA Church, 4424 S Military Trail, Lake Worth, FL 33463 Spots are limited. RSVP @ 561-969-8879 or shanell.foster@thrivent.com If you know someone that would benefit from this event, please forward this invitation. No products will be sold. For additional disclosures, visit thrivent.com/social.

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Had the privilege of being the event sponsor and presenting to over 100 business owners at the Wellington Chamber of Commerce New Board Installation Luncheon today, along with colleague, Jason Valdez. Shared how we can help business professionals save on taxes now and in retirement, as well as establish benefits for themselves and their employees. If you are a business owner or professional and would like to learn more, connect with me! Congrats to the new board and their year of service ahead! #wellingtonchamber #luncheon #businessowners #strategies #taxplanning #retirementplans #benefits #insurance #investments #thrivent #yourfinancialadvisor

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Had the privilege of being the event sponsor and presenting to over 100 business owners at the Wellington Chamber of Commerce New Board Installation Luncheon today, along with colleague, Jason Valdez. Shared how we can help business professionals save on taxes now and in retirement, as well as establish benefits for themselves and their employees. If you are a business owner or professional and would like to learn more, connect with me! Congrats to the new board and their year of service ahead! #wellingtonchamber #luncheon #businessowners #strategies #taxplanning #retirementplans #benefits #insurance #investments #thrivent #yourfinancialadvisor

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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