A fresh perspective can reveal: ✅ Missed tax advantages ✅ Overlooked income opportunities ✅ Better alignment between your goals and your money
If you’ve been wondering whether your current strategy is truly working for you, it might be time for a second look.
We help clients uncover new possibilities in their planning—so every decision moves them closer to confidence.
📅 Let’s review your plan and make sure you’re not leaving any opportunities on the table.
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #FinancialPlanning #RetirementPlanning #FinancialConfidence
The right asset allocation helps manage risk and support your long-term goals.
Smart asset location can help reduce taxes and make your overall strategy more efficient — letting you keep more of what you earn.
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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. For additional disclosure, see thrivent.com/social
November 2025 Market Update: Less data, lower rates, strong stocks
October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Take time to reflect, review, and realign your strategy. Thoughtful decisions today can lead to a more confident tomorrow.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#InvestmentPlanning #FinancialStrategy #PortfolioReview #WealthManagement #FinancialConfidence
When it comes to your financial future, waiting too long to act can have real consequences.
From enrolling in your 401(k) to reviewing your investment mix, every choice—or lack of one—shapes your long-term outcomes. Your future self will thank you for making intentional decisions today.
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.
#FinancialPlanning #RetirementReady #WealthManagement #FinancialWellness #DecisionMaking
We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs)
Don’t wait — Now is a smart time to get ahead of the rush.
#RMDReminder #RetirementPlanning #TaxSmartRetirement
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. 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.
And through it all, our core value of generosity shines.
Because when you’re wise with money, you’re empowered to live with purpose—and give with joy.
https://connect.thrivent.com/voyage-financial-advisors
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues
If you’re concerned about running out of money, an annuity might be part of the solution. 🔒💰
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.
Preparation helps build confidence.
#WiseStewardship #FaithAndFinance
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The sooner you begin investing, the more time your investments have to work in your favor.
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True giving isn't just about writing a check — it's about strategic generosity. When you align your wealth planning with your passion for impact, you amplify both.
✅ Make a difference
✅ Maximize tax efficiency
✅ Build a legacy that lasts
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. 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
#PhilanthropyDoneRight #ImpactInvesting #SmartGiving #WealthStrategy #LegacyPlanning #GiveWithPurpose
-Typically higher interest rates
-Growth that’s tax-deferred
-Flexibility for future income planning
Sometimes the best “renewal” is a better opportunity.
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
At Voyage Financial Advisors, we provide personalized financial strategies designed to fit your life and goals. Whether you’re looking for one-time guidance or an ongoing partnership, our team will help you match the right level of planning with a pricing structure that fits your financial situation.
Together, we’ll chart a course toward a more stable and confident financial future.
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#VoyageFinancialAdvisors #FinancialPlanning #ComprehensiveAdvice #ClientFocused #TrustedGuidance #PlanWithPurpose #FinancialConfidence #WealthManagement #YourFutureOurFocus
It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://www.thrivent.com/about-us/membership/thrivent-action-teams
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Proper preparation can help minimize your liabilities and maximize your savings. Let's work together to uncover potential.
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. 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. #investors #investments #equity #equitymarket #mutualfunds #wealth #investmentcommunity
With the right guidance, you can navigate with confidence and make smarter financial decisions.
#RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Visit our website to learn more about our team!
➡️https://connect.thrivent.com/voyage-financial-advisors
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Schedule an appointment with our team of experienced professionals.
https://connect.thrivent.com/voyage-financial-advisors
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
➡️ Small, consistent contributions today can grow into something remarkable tomorrow.
#CompoundInterest #StartEarly #FinancialGrowth #MoneyTips
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➡️ Preparation gives you freedom later. The earlier you plan, the more choices you’ll have when it matters most.
#RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.