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

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What a night! We had such a great time this Tuesday hosting our Estate Preservation for the Next Generation event at Top Golf in Ontario. The evening was full of great conversations, helpful insights, delicious food, and plenty of laughs on the range. We’re incredibly grateful for our amazing clients and guests who joined us — your presence and energy made the night so special. Big thanks for spending your evening with us! Already looking forward to the next time we can gather, learn, and have fun together. 🙌 #TopGolfEvent #EstatePreservation #Thrivent #RelationshipDrivenPlanning

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What a night! We had such a great time this Tuesday hosting our Estate Preservation for the Next Generation event at Top Golf in Ontario. The evening was full of great conversations, helpful insights, delicious food, and plenty of laughs on the range. We’re incredibly grateful for our amazing clients and guests who joined us — your presence and energy made the night so special. Big thanks for spending your evening with us! Already looking forward to the next time we can gather, learn, and have fun together. 🙌 #TopGolfEvent #EstatePreservation #Thrivent #RelationshipDrivenPlanning

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This past weekend, we had the joy of serving alongside one of our amazing clients at her Thrivent Action Team fundraiser for her upcoming mission trip to Kenya 🇰🇪✈️💛 The lunch event was a big success — raising $1,400 to support her team’s travel needs! It was a blessing to witness her passion, faith, and dedication in action. From garage sales to candy drives to community lunches, she’s been showing up big — and God has been showing up even bigger. 🙌 We feel honored to play a small part in her journey and love seeing the power of generosity, community, and purpose come together. Here’s to making an impact, together. #LiveGenerously #ThriventActionTeam #FaithInAction #KenyaBound

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This past weekend, we had the joy of serving alongside one of our amazing clients at her Thrivent Action Team fundraiser for her upcoming mission trip to Kenya 🇰🇪✈️💛 The lunch event was a big success — raising $1,400 to support her team’s travel needs! It was a blessing to witness her passion, faith, and dedication in action. From garage sales to candy drives to community lunches, she’s been showing up big — and God has been showing up even bigger. 🙌 We feel honored to play a small part in her journey and love seeing the power of generosity, community, and purpose come together. Here’s to making an impact, together. #LiveGenerously #ThriventActionTeam #FaithInAction #KenyaBound

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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🎉 Congrats, Dana! 🎉 We’re thrilled to share some exciting news—Dana has officially passed her Series 7 exam! 💪📚 This is a major accomplishment and no easy feat, and we couldn’t be more proud of her dedication and hard work. Dana's journey with us began as a longtime client, and her heart for people and natural drive have always stood out. When the opportunity opened for her to shift her impact from helping people with their health to stewarding their wealth, she stepped up to the challenge with confidence and grace. Now, her story continues—and we’re so excited to officially welcome her as the newest member of our team at Thrivent! Dana brings experience and success from her long and accomplished career in the pharmaceutical industry. We have no doubt that her professionalism, wisdom, and heart for service will make an incredible impact on our mission, our clients, and our community. Please join us in congratulating Dana on this milestone and welcoming her to the team! 🙌 We can’t wait to see all she’ll accomplish.

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🎉 Congrats, Dana! 🎉 We’re thrilled to share some exciting news—Dana has officially passed her Series 7 exam! 💪📚 This is a major accomplishment and no easy feat, and we couldn’t be more proud of her dedication and hard work. Dana's journey with us began as a longtime client, and her heart for people and natural drive have always stood out. When the opportunity opened for her to shift her impact from helping people with their health to stewarding their wealth, she stepped up to the challenge with confidence and grace. Now, her story continues—and we’re so excited to officially welcome her as the newest member of our team at Thrivent! Dana brings experience and success from her long and accomplished career in the pharmaceutical industry. We have no doubt that her professionalism, wisdom, and heart for service will make an incredible impact on our mission, our clients, and our community. Please join us in congratulating Dana on this milestone and welcoming her to the team! 🙌 We can’t wait to see all she’ll accomplish.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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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