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Insights

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

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Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

Marking two decades of strong performance through market cycles, we celebrate the 20-year journey of Thrivent Asset Allocation Funds.

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I offer personalized, fee-based financial planning that includes retirement income strategies, tax-wise planning, estate planning coordination, education funding, and more. 💬 Let’s connect and build a plan you can trust. 📍 Serving the Alexandria area for 15+ years 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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.

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I offer personalized, fee-based financial planning that includes retirement income strategies, tax-wise planning, estate planning coordination, education funding, and more. 💬 Let’s connect and build a plan you can trust. 📍 Serving the Alexandria area for 15+ years 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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.

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Do you dream of a secure retirement? Sending your kids to college? Giving back generously? Your faith, your values, your future. Let’s plan around all three. 📍 Based in Alexandria – ready to walk this journey with you. 📞 Message or call to learn more. 📱(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.

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Do you dream of a secure retirement? Sending your kids to college? Giving back generously? Your faith, your values, your future. Let’s plan around all three. 📍 Based in Alexandria – ready to walk this journey with you. 📞 Message or call to learn more. 📱(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.

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For over 15 years, I’ve been honored to walk alongside individuals and families in the Alexandria area, offering personalized, purpose-based financial advice grounded in Christian values. 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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For over 15 years, I’ve been honored to walk alongside individuals and families in the Alexandria area, offering personalized, purpose-based financial advice grounded in Christian values. 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Thankful we were inside today for our #EconomicUpdate luncheon with Chuck Etzweiler of #Nepsis. The Italian food was very nice from #lafiamma Italian Kitchen. Great food - great turnout. For more information visit Thrivent.com/social. #aspirefinancialadvisors #thrivent #economy #educationmatters

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Thankful we were inside today for our #EconomicUpdate luncheon with Chuck Etzweiler of #Nepsis. The Italian food was very nice from #lafiamma Italian Kitchen. Great food - great turnout. For more information visit Thrivent.com/social. #aspirefinancialadvisors #thrivent #economy #educationmatters

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📍 Serving Alexandria for over 15 years 📞 Let’s talk about where you are today and where you want to go. With the right guidance, you can live more securely—and give more generously. #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning 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

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📍 Serving Alexandria for over 15 years 📞 Let’s talk about where you are today and where you want to go. With the right guidance, you can live more securely—and give more generously. #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning 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

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Estate planning for blended families

Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️

As a blended family, you're no stranger to the unique nuances and complexities that come with bringing together children from a previous (and sometimes your...

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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