We're hiring! 📋 Now looking for an Administrative Assistant to join our team.
This role is all about our members' experience — we're looking for someone with a friendly, upbeat demeanor who enjoys being the face (and voice!) of the practice. You'll support daily operations including answering phones, greeting members, handling mail and email, ordering supplies, working within Thrivent Financial systems, and other administrative tasks as needed.
🕐 ~15 hours/week
📅 Flexible schedule during standard business hours
📈 Growth opportunity
💰 $18–20/hr, based on experience
📍 Cleveland, WI
Click the link to apply! https://careers.thrivent.com/jobs/48269/administrative-assistant/
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#NowHiring #JobOpening #AdminAssistant #ClevelandWI #JoinOurTeam
Have you covered your bases? Let’s talk.
https://connect.thrivent.com/sherri-halverson
#RiskManagement #PlanForTheUnexpected #SmartMoneyMoves 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
I'm committed to helping you protect what matters most and create a lasting legacy plan.
https://connect.thrivent.com/sherri-halverson
For disclosure information, see thrivent.com/social.
Good financial planning looks beyond today.
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.
#FinancialClarity #LegacyPlanning #FinancialStrategy
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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 professional
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
A little planning today could leave more of your hard-earned money where it belongs—with you and your family.
#WealthManagement #TaxEfficient #FinancialPlanning
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 professional.
That's why I'm passionate about helping my clients build strategies that protect what matters most, prepare for the unexpected, and provide confidence for whatever comes next.
Because the best financial plans aren't created when life is easy—they're there when life gets hard.
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#FinancialPlanning #PlanForLife #RetirementPlanning #ProtectWhatMatters
More options to give.
More options to dream.
More options to spend your time doing what matters most.
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#FinancialFreedom #LiveWithPurpose
Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love.
A financial plan won't stop life's surprises, but it can help you face them with a little more confidence.
https://bit.ly/3SFzXCe
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#FinancialPlanning #PrepareWithPurpose
I enjoy helping families plant the seeds for tomorrow through personalized financial strategies that reflect what's most important to them. Whether you're planning for retirement, protecting your loved ones, or simply wondering where to start, I'm here to help you take the next step with confidence.
Every meaningful financial journey begins with a conversation.
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#FinancialPlanning #FinancialConfidence #RetirementPlanning #InvestWithPurpose #PlanWithConfidence
Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time.
A small step today can make a big difference tomorrow.
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#FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused
Helping You Keep More of What You Earn.
https://connect.thrivent.com/sherri-halverson
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#FaithAndFinance #FinancialPlanning #PurposeBasedPlanning #ValuesDriven #FamilyFocused #FinancialWisdom #BuildYourLegacy
Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond.
#RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth 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.
With every interaction, I aim to empower my clients, providing confidence and tools needed throughout their journey.
https://connect.thrivent.com/sherri-halverson
See thrivent.com/social for additional disclosures
Let’s build a plan that supports your future—and your purpose.
📞 Start the conversation today: (920) 646-3017
See thrivent.com/social for additional disclosures.
#RetirementPlanning #IncomePlanning #FutureReady #FinancialFreedom #RetireConfidently #FinancialWellness #PlanForTomorrow
Taxes can diminish investment returns if not considered in planning. A tax-efficient portfolio focuses on asset location, income generation, and timing of gains to maximize returns.
Effective tax planning aims to manage taxes deliberately within your financial strategy, rather than avoiding them.
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
Together, we’ll build a financial strategy rooted in your values—one that strengthens where you are today and helps protect where you’re going tomorrow.
See thrivent.com/social for additional disclosures.
Markets change—but a well-diversified portfolio is designed to adapt.
It’s not about timing the market, it’s about building a strategy that can weather it.
See thrivent.com/social for additional disclosures.
#SmartInvesting #Diversify #FinancialConfidence #WealthStrategy #PlanAhead #FutureFocused
