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Insights

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

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Let’s work on building resilience into your portfolio. 📱(571) 970-0454 #RetirementPlanning #RiskMitigation #InvestSmart #DedicatedPlanning #YouAreInControl #ClarityAndConfidence #PlanningOnYourTerms #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent For more information visit Thrivent.com/social. If requested, a licensed insurance a

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Let’s work on building resilience into your portfolio. 📱(571) 970-0454 #RetirementPlanning #RiskMitigation #InvestSmart #DedicatedPlanning #YouAreInControl #ClarityAndConfidence #PlanningOnYourTerms #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent For more information visit Thrivent.com/social. If requested, a licensed insurance a

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How a term-to-permanent life insurance contract conversion works

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value...

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Because when you trust me with your financial life, I take it personally. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #LifePlanning #ClientCentered #FinancialJourney

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Because when you trust me with your financial life, I take it personally. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #LifePlanning #ClientCentered #FinancialJourney

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #TaxStrategy #RetirementPlanning #SmartInvesting #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #TaxStrategy #RetirementPlanning #SmartInvesting #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning

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Supplemental disability insurance: What it is and when you need it

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage...

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Disability insurance: What it covers, exceptions & alternatives

Your income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.

When you rely on your income to support your family, it's difficult to envision life without it. But the unexpected can happen, and planning for a time without...

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And I’ll be here if and when you’re ready to implement. (571) 970-0454 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #DedicatedPlanning #YouAreInControl #ClarityAndConfidence #PlanningOnYourTerms #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent

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And I’ll be here if and when you’re ready to implement. (571) 970-0454 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #DedicatedPlanning #YouAreInControl #ClarityAndConfidence #PlanningOnYourTerms #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent

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Thrivent Market & Economic update

Thrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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Because your financial strategy should grow with you. 📱(571) 970-0454 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent For disclosure information, see thrivent.com/social.

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Because your financial strategy should grow with you. 📱(571) 970-0454 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent For disclosure information, see thrivent.com/social.

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How to invest during a market downturn

Wondering if and how your investment portfolio needs to change during market downturn? While it’s important to not derail your longer-term investing goals by making large changes to your investment mix, there are investment options you can consider that tend to hold up even in downward economic times. ⬇️

Recessions are an inevitable part of the economic cycle, but they also present potential investment opportunities. Discover tips and strategies for investing...

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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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