Insights

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We believe your financial journey should reflect who you are and what you value most. With a foundation rooted in faith and stewardship, we offer steady, personalized guidance — helping you protect what matters, pursue what’s possible, and build a legacy grounded in your values. Because meaningful plans aren’t rushed. They’re built with care. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting See thrivent.com/social for additional disclosures. #PurposeDrivenPlanning #FaithBasedValues #StewardshipMindset #LegacyWithMeaning #FinancialConfidence #PersonalizedPlanning #GuidedByValues #FutureWithPurpose
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Take a look at some upcoming events! https://www.thrivent.com/member-network/northeast/events For disclosure information, see thrivent.com/social. No products will be sold.
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Let's connect----> https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting See thrivent.com/social for additional disclosures
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
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What are you waiting for? Do yourself a favor and start preparing now. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting For disclosure information, see thrivent.com/social
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How much of that came from you? 🍂 For disclosure information, see thrivent.com/social. #funfact
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Make sure you direct yours! https://bit.ly/4hqbF99 For disclosure information, see thrivent.com/social.
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Plan for the life you have—and the new day that may come next. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-09 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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Ready for a strategy that includes your values and your wallet? Let's talk. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-09 For disclosure information, see thrivent.com/social
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You have questions. You have goals. You probably have a few “I’ve been meaning to figure that out” items, too. That’s okay. Good financial planning starts with a conversation—not a product recommendation. We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting For disclosure information, see thrivent.com/social
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I help you think clearly when life gets complicated. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-08 See thrivent.com/social for additional disclosures.
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It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-08 For disclosure information, see thrivent.com/social #FaithAndFinance
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Buying a financial product is one decision. Building a financial plan is a process. That's why I've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-08 For more information visit Thrivent.com/social. #FinancialConfidence #PurposeDrivenPlanning
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We believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next. Let's build a plan with purpose. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-08 For more information visit Thrivent.com/social
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Your financial plan should reflect more than your income and investment accounts. Working with me can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave. It’s not about separating faith from finances. It’s about putting your values on the table. For disclosure information, see thrivent.com/social
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Join us for a workshop that’s all about empowering you to live your best life—secure, flexible, and confident about your financial future. David Blanchett and Michael Finke will present a dynamic session that transforms complex financial decisions into clear, actionable strategies. You’ll discover how to turn your savings into reliable, lasting income, how to protect your lifestyle—no matter what the market does, and will gain the confidence and freedom to truly enjoy retirement. Tuesday, September 15 at 1:00 p.m. Tuesday, September 15 at 8:30 p.m. Wednesday, September 16 at 2:00 p.m. Register using the follow link---> https://thrivent.zoom.us/webinar/register/4617646177485/WN_NXiQNrl3St63FeGTgS_RrA#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562588.1
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Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting For more information visit Thrivent.com/social.
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Because when your values guide your decisions, your financial plan can become about more than simply building wealth. It can help you put your wealth to work for what matters most. For disclosure information, see thrivent.com/social
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Those initials aren't there to impress you. They're there to better serve you. https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting See thrivent.com/social for additional disclosures
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A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road. The key? Timing matters. 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