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 VIEW MORE +
Image

Investing Terms and Concepts You Should Know

Is investing on your financial bucket list this year, but you’re not sure where to start? Check out these foundational concepts.

Confused by investing jargon? Read on to learn the basics of investing so you are better equipped to make decisions that are right for you....

Image Read Post
Image

Desiring a team that can stick with you for the long run? Heart of the Valley Wealth Advisors is focused on serving you, your family, friends, and connections well. We're built for multi-generational impact that endures the tests of time. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image

Desiring a team that can stick with you for the long run? Heart of the Valley Wealth Advisors is focused on serving you, your family, friends, and connections well. We're built for multi-generational impact that endures the tests of time. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image Read Post
Image

Happy 10th Anniversary, Troy! We are excited to celebrate such a great milestone. Thank you for all you have done for our practice and our team.

Image

Happy 10th Anniversary, Troy! We are excited to celebrate such a great milestone. Thank you for all you have done for our practice and our team.

Image Read Post
Image

Today we recognize the life and leadership of Dr. Martin Luther King Jr. How will you honor his legacy in your community?

Image

Today we recognize the life and leadership of Dr. Martin Luther King Jr. How will you honor his legacy in your community?

Image Read Post
Image

Happy 19th Anniversary, Tom! Thank you for all you have done for our practice and our team.

Image

Happy 19th Anniversary, Tom! Thank you for all you have done for our practice and our team.

Image Read Post
Image

Looking for direction and encouragement to reach your financial goals? We're here to coach and cheer you on along the way. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image

Looking for direction and encouragement to reach your financial goals? We're here to coach and cheer you on along the way. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image Read Post
Image

Interested in money management that focuses on more than just an investment? Our team is equipped to serve with compassion, insight, and wisdom; partnering your goals and values with your resources to open up opportunities for fulfilled life. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image

Interested in money management that focuses on more than just an investment? Our team is equipped to serve with compassion, insight, and wisdom; partnering your goals and values with your resources to open up opportunities for fulfilled life. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image Read Post
Image

Happy 1st Anniversary, Mike. We are glad to have you on the team!

Image

Happy 1st Anniversary, Mike. We are glad to have you on the team!

Image Read Post
Image

Prefer to meet with us from your own home, your office, or from another area of the country? Our practice is equipped to serve clients virtually. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image

Prefer to meet with us from your own home, your office, or from another area of the country? Our practice is equipped to serve clients virtually. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image Read Post
Image

Looking for advice that combines your goals cohesively with experience and expertise? Our practice specializes is providing clear, candid, and holistic advice through every step of your financial journey. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Image

Looking for advice that combines your goals cohesively with experience and expertise? Our practice specializes is providing clear, candid, and holistic advice through every step of your financial journey. Let's get started! Connect with us here: https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.