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

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Let’s talk about where you are today and where you’d like to go. I’ll help you: 📌 Visualize your financial future 📌 Plan with purpose 📌 Feel confident in every step you take Let’s start with a meaningful conversation. 📍 Proudly serving Cleveland, Plymouth & surrounding areas 📞 Reach out at 920-646-3017 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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Let’s talk about where you are today and where you’d like to go. I’ll help you: 📌 Visualize your financial future 📌 Plan with purpose 📌 Feel confident in every step you take Let’s start with a meaningful conversation. 📍 Proudly serving Cleveland, Plymouth & surrounding areas 📞 Reach out at 920-646-3017 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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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady 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 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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Protect your most valuable asset: your ability to earn. #IncomeProtection #FinancialSecurity #DisabilityInsurance 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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Protect your most valuable asset: your ability to earn. #IncomeProtection #FinancialSecurity #DisabilityInsurance 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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Thinking about creating a giving plan? Let's connect! 📱920-646-3017 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. #finance #livegenerously

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Thinking about creating a giving plan? Let's connect! 📱920-646-3017 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. #finance #livegenerously

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Effective planning begins with an understanding of the various types of income. 📱(920) 646-3017 While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social

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Effective planning begins with an understanding of the various types of income. 📱(920) 646-3017 While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social

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Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you. For more information visit Thrivent.com/social.

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Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you. For more information visit Thrivent.com/social.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State 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.

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Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State 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.

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Thinking about creating a giving plan? Let's connect! 📱(920) 646-3017 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. #finance #livegenerously

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Thinking about creating a giving plan? Let's connect! 📱(920) 646-3017 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. #finance #livegenerously

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These numbers were just in 2024!✨✨✨✨ #Community impact starts with collaboration. Together, we’re creating real change, right here at home. See thrivent.com/social for important disclosures.

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These numbers were just in 2024!✨✨✨✨ #Community impact starts with collaboration. Together, we’re creating real change, right here at home. See thrivent.com/social for important disclosures.

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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