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Timothy J Bracy

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Timothy J Bracy
Financial Consultant
.
FIC
About Timothy Bracy
Tim received the 2018 Voices in Philanthropy (VIP) Award from InFaith Community Foundation in Minneapolis for charitable planning work with clients. He is part of a select group of just 32 representatives nationwide to be recognized.

InFaith Community Foundation recognized Financial Professionals who devoted extra effort in facilitating charitable gifts to the foundation. More information can be found at InFaithFound.org.
Education & Accomplishments
  • Bachelor of Science
    The Ohio State University
My qualifications
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #4323728)
  • Florida
  • Michigan
  • Ohio

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office locations
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.

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.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations