How we can create a bright path for you
Life Insurance
Life insurance can be more than just a safety net for your loved ones. Let's discuss how it can support your future goals, generate income, and provide tax-efficient strategies for retirement.
Investments
From straightforward savings with mutual funds to annuities that provide lifetime income, or managing stocks and bonds, I can help you find the right path to achieve your financial future. Whether you're saving for college tuition, retirement, or your dream home, I will tailor strategies that give you peace of mind, ensuring you sleep easy at night. There are many ways to save—let’s work together to find the best solution for you.
Tax Efficiency Strategies
Tax laws and strategies are constantly evolving, making it essential to work with a tax advisor. However, they may not always provide guidance on the best ways to minimize the IRS's role in your future. By evaluating your current tax situation, we can develop a tailored strategy to help fund your goals while ensuring that the majority of your assets go to your heirs with minimal tax implications.
Long Term Care
No one wants to be a burden to their children. Long-term care insurance can help cover your care needs without draining your heirs' bank account and inheritance. I work with a Long-Term Care expert who will explain how it works, guide you through the process, and help you select the right policy for your situation.
Charitable Giving and Legacy Strategies
I am proud to be a part of Thrivent Charitable, a program that allows experts to manage your funds while giving you the freedom to direct them toward the causes that matter most to you. In addition to placing your funds in a Thrivent Charitable account, we can also help you design a strategy to distribute your assets to your heirs and charitable organizations in the most tax-efficient way when you pass.
Trust Management
Thrivent Trust Company is an incredible resource that I would be excited to share with you. They can manage your assets and even serve as the executor of your trust, ensuring that your wishes are carried out exactly and preventing any disputes among your heirs. A Trust Managed Account also gives you the opportunity to invest in stocks and bonds, with the expertise of a professional manager who will handle your account while working with you to invest in companies you believe in.
Income Protection
What happens if you become ill or injured and are no longer able to work? Where will your income come from? I am here to help find solutions, ensuring that if the unexpected occurs, we can help replace some of that lost income.
Educational Webinars
The financial world is always evolving, with many moving parts. To keep you informed, we provide Market Updates, along with new strategies and products. We also invite guest speakers from outside of Thrivent to offer fresh perspectives. Personally, I attend most of these events to continuously expand my own knowledge.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
