Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image
Image
Image Read Post
Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image Read Post
Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image Read Post
Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image Read Post
Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image

See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image Read Post
Image

I’M NERVOUS TO SEE A FINANCIAL ADVISOR FOR THE FIRST TIME. I DONT KNOW IF I _____ (am too young, am too old, am ready, have enough money, know what I’m doing, have it all figured out, etc.) Feeling nervous is actually a sign that something matters to you so don’t stress. That is normal. The first appointment is usually just getting to know one another. Once we’ve done that and I now know your whole family tree, your favorite restaurant, your dogs favorite toy, and all about your LDW trip to the lake with friends, we will try to answer two questions: 1. Can I help? 2. Do you want my help? Whether the answer is ‘yes’ to those questions or not, by the end of the meeting I hope you leave feeling motivated and educated about your own financial future. You’ll maybe even wish you did it sooner. See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image

I’M NERVOUS TO SEE A FINANCIAL ADVISOR FOR THE FIRST TIME. I DONT KNOW IF I _____ (am too young, am too old, am ready, have enough money, know what I’m doing, have it all figured out, etc.) Feeling nervous is actually a sign that something matters to you so don’t stress. That is normal. The first appointment is usually just getting to know one another. Once we’ve done that and I now know your whole family tree, your favorite restaurant, your dogs favorite toy, and all about your LDW trip to the lake with friends, we will try to answer two questions: 1. Can I help? 2. Do you want my help? Whether the answer is ‘yes’ to those questions or not, by the end of the meeting I hope you leave feeling motivated and educated about your own financial future. You’ll maybe even wish you did it sooner. See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image Read Post
Image

I DO EVERYTHING ON MY OWN. I DON’T NEED A FINANCIAL ADVISOR. It’s awesome that you handle your finances on your own. My role as an advisor isn’t to replace your efforts but to enhance what you’re already doing. One key area that gets overlooked when doing planning solo are (everyone’s favorite topic) ✨taxes✨! Effective tax planning is crucial for ensuring that you and your loved ones keep the money you’ve worked so hard to earn and grow. If you haven’t had that tax-themed discussion, it might be worth considering, especially with an advisor at @thrivent. We do a lot of cool things that many other places don’t. If tax talk doesn’t excite you, there are plenty of other ways a financial advisor can help. It could be to offer new ideas, assist with tricky decisions, provide a second opinion, or to optimize your strategy. No matter the case, there is a reason why, even with some fees, those who work with a financial advisor have better results than those who don’t! See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image

I DO EVERYTHING ON MY OWN. I DON’T NEED A FINANCIAL ADVISOR. It’s awesome that you handle your finances on your own. My role as an advisor isn’t to replace your efforts but to enhance what you’re already doing. One key area that gets overlooked when doing planning solo are (everyone’s favorite topic) ✨taxes✨! Effective tax planning is crucial for ensuring that you and your loved ones keep the money you’ve worked so hard to earn and grow. If you haven’t had that tax-themed discussion, it might be worth considering, especially with an advisor at @thrivent. We do a lot of cool things that many other places don’t. If tax talk doesn’t excite you, there are plenty of other ways a financial advisor can help. It could be to offer new ideas, assist with tricky decisions, provide a second opinion, or to optimize your strategy. No matter the case, there is a reason why, even with some fees, those who work with a financial advisor have better results than those who don’t! See thrivent.com/social for important disclosures. #financialadvisor #breadwinnersclub #finance #financialplanning #thrivent #thriventfinancials

Image Read Post
Image

I NEED TO MAKE MORE MONEY BEFORE I CAN SEE AN FINANCIAL ADVISOR You don’t need to wait until you have a higher income to set an appt with me. That is like saying you need to get in shape before going to the gym — it’s backwards! I can help you manage your current resources more effectively, create a budget, manage debt, and plan for future goals, no matter your income level. Starting early (now) can help you make the most of what you have and set you on the path to future successes. See thrivent.com/social for important disclosures. #breadwinnermindset #financialadvisor #thrivent #personalfinance #finance #money

Image

I NEED TO MAKE MORE MONEY BEFORE I CAN SEE AN FINANCIAL ADVISOR You don’t need to wait until you have a higher income to set an appt with me. That is like saying you need to get in shape before going to the gym — it’s backwards! I can help you manage your current resources more effectively, create a budget, manage debt, and plan for future goals, no matter your income level. Starting early (now) can help you make the most of what you have and set you on the path to future successes. See thrivent.com/social for important disclosures. #breadwinnermindset #financialadvisor #thrivent #personalfinance #finance #money

Image Read Post
Image

Building a solid financial house starts with a strong foundation. It's not just about what you earn, but how you manage and grow your wealth. Let's focus on laying a secure groundwork for your financial future, ensuring you're prepared for whatever comes your way.

Image

Building a solid financial house starts with a strong foundation. It's not just about what you earn, but how you manage and grow your wealth. Let's focus on laying a secure groundwork for your financial future, ensuring you're prepared for whatever comes your way.

Image Read Post
Image

Did you know dividends can indicate an organization’s financial health? Learn more: https://bit.ly/3NYLVSe

Image

Did you know dividends can indicate an organization’s financial health? Learn more: https://bit.ly/3NYLVSe

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.