How We Can Create a Bright Path for You
Life Insurance
Life insurance can be more than a safety net for your loved ones. Together, we can explore how it can support your goals, generate income, and create tax-efficient strategies for retirement.
Investments
From simple savings with mutual funds to annuities that provide lifetime income, or managing stocks and bonds, I will help you find the right path for your future. Whether you are saving for college, retirement, or your dream home.
Tax Efficiency Strategies
Tax rules change often, making it important to work with a tax advisor. My role is to shine a light on strategies they may not provide, so together we can reduce the IRS’s future impact and keep more of your assets moving toward your goals and heirs.
Long-Term Care Insurance
No one wants to be a burden on their family. Long-term care insurance can cover needs without draining your loved ones’ resources. I will guide you through options and work with specialists to find the policy that fits your path.
Charitable Giving and Legacy Strategies
Thrivent Charitable gives you the freedom to direct funds toward causes that matter most to you. I will help you design strategies that reflect your values, support your heirs, and keep your giving aligned with what matters most.
Trust Management
Thrivent Trust Company is an incredible resource that I am excited to share with you. They can manage your assets and serve as executor of your trust, ensuring that your wishes are carried out and helping prevent disputes among your heirs. A trust-managed account also gives you the opportunity to invest in stocks and bonds with the guidance of a professional manager, while still keeping you involved in choosing companies that reflect your values.
Income Protection
If illness or injury keeps you from working, your income does not have to disappear. I will help you explore solutions that replace lost income, so you and your family can stay on a steady path.
Educational Webinars
The financial world changes quickly. To keep you informed, we offer updates on markets, strategies, and new opportunities. We also bring in guest speakers to offer fresh perspectives, helping you keep your path bright with 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.
