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Insights

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

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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Thrivent Multi-Year Guarantee Annuity™️

Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity. For more information, let's connect today. 36386A

A Multi-Year Guarantee Annuity (MYGA) can help bring predictable growth to your investment portfolio with guaranteed rates for a set time period.

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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I am thrilled to share that I’m being recognized as a Thrivent Hall of Fame Legend*! For the last 33 years, it’s been my honor and privilege to serve clients and partner with them on their financial journeys. I’m proud to be part of this amazing purpose-driven organization that helps people make the most of all they’ve been given, and I look forward to all that’s to come! *Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance.

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I am thrilled to share that I’m being recognized as a Thrivent Hall of Fame Legend*! For the last 33 years, it’s been my honor and privilege to serve clients and partner with them on their financial journeys. I’m proud to be part of this amazing purpose-driven organization that helps people make the most of all they’ve been given, and I look forward to all that’s to come! *Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance.

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Thrivent Charitable celebrates 2023 Voices in Philanthropy

I am honored to receive the 2023 Voices in Philanthropy recognition from Thrivent Charitable Impact & Investing®️. Thank you to my clients who live out their values by creating the change in their communities and the world that matters most to them. Join me in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2023-VIPs. For important disclosures see thriventcharitable.com/social.

Thrivent Charitable Impact & Investing®️ (Thrivent Charitable), is proud to announce its newest Voices in Philanthropy (VIP) – Hall of Honor inductees and the...

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E-Reprint - Five Star Professional

https://www.fivestarprofessional.com/ereprints/489175

E-Reprint - Five Star...

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Do you feel confident about the road ahead? As you venture into the future, get clarity and advice driven by your values.

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Do you feel confident about the road ahead? As you venture into the future, get clarity and advice driven by your values.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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