It’s More Than Managing Wealth.
https://connect.thrivent.com/voyage-financial-advisors
#VoyageFinancialAdvisors #ComprehensivePlanning #LegacyBuilding #SmartMoneyMoves #LiveYourLegacy #HolisticFinance
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Whether you’re early in your career or looking to retire soon, I’m here to walk with you every step of the way.
📞 Let’s build a plan rooted in your values and vision.
(715) 544-1122
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
#FaithBasedFinance #FinancialWellness #Thrivent
We can help you:
🧾 Build sustainable income in retirement
💸 Coordinate Social Security and savings
📊 Minimize tax impact
🛡️ Include protection for unexpected life events
Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future.
#MoneyTip #SocialSecurityStrategy #FinancialFreedom
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Protect your most valuable asset: your ability to earn.
https://connect.thrivent.com/voyage-financial-advisors
#IncomeProtection #FinancialSecurity #DisabilityInsurance
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The right time depends on your health, income needs, longevity expectations & more.
Let’s create a personalized plan!
📱(715) 544-1122
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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
#SocialSecurity #RetirementPlanning #FinancialWellness #WealthWisdom
Thank you for using your God-given gifts to make a difference.
#livegenerously
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We’re here to help you reach your most meaningful goals—through financial guidance that’s as personal as it is professional.
https://connect.thrivent.com/voyage-financial-advisors
#VoyageFinancialAdvisors #PurposeDrivenPlanning #ClientFocused #ThriventPartner #WhereMoneyMeansMore
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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy.
https://connect.thrivent.com/voyage-financial-advisors
#TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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.
Because your legacy deserves more than a portfolio—it deserves a thoughtful plan that reflects your values and vision.
https://connect.thrivent.com/voyage-financial-advisors
#HolisticWealth #FinancialAdvisor #VoyageDifference #SmartMoneyMoves #LegacyPlanning
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Your Values, Your Voyage, Our Team. Learn more about our personalized Dedicated Planning Services.
connect.thrivent.com/voyage-financial-advisors
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time.
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Have you covered your bases? Let’s talk.
#RiskManagement #PlanForTheUnexpected #SmartMoneyMoves
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Annuities aren’t for everyone, but they can work nicely for this goal.
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Not all investment income is taxed the same. Little tweaks can potentially lead to big savings.
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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
That’s why having our team in your corner is a game-changer.
https://connect.thrivent.com/voyage-financial-advisors
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Without an clear exit strategy, you risk:
❌ Losing business value
❌ Higher taxes & hidden costs
❌ Deal structures that don’t serve your best interests
Ready to build a plan that works for you? Let’s connect!
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Investment inaction occurs in various subtle ways, potentially jeopardizing an individual's future financial security.
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May is the perfect time to pause and see if your financial goals are on track. We can help you adjust course before the second half of the year flies by.
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