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Insights

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

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Financial Planning for Small Business Owners

During Small Business Week, we’re reminded: success isn’t just about running a business—it’s about having a plan behind it. No matter your stage, a holistic financial plan helps align your business goals with your personal future. Take a moment to step back and make sure your plan is working as hard as you are. For disclosure information, see Thrivent.com/social.

Learn the basics of creating a financial plan for small business owners.

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Your ability to earn an income is one of your greatest assets—yet it’s often the most overlooked. Disability insurance helps protect that foundation when life takes an unexpected turn. Take a moment this month to think about the protection you have in place today. 📞 Call 330-668-4720 to connect with Western Reserve Financial Associates and review your options. For disclosure information, see Thrivent.com/social. #DIAM

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Your ability to earn an income is one of your greatest assets—yet it’s often the most overlooked. Disability insurance helps protect that foundation when life takes an unexpected turn. Take a moment this month to think about the protection you have in place today. 📞 Call 330-668-4720 to connect with Western Reserve Financial Associates and review your options. For disclosure information, see Thrivent.com/social. #DIAM

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Grateful for an incredible year of impact 💙 This past year’s results were made possible by our amazing clients, volunteers, and community partners. On behalf of Western Reserve Financial Associates, thank you for helping us make a meaningful difference! For disclosure information, see Thrivent.com/social.

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Grateful for an incredible year of impact 💙 This past year’s results were made possible by our amazing clients, volunteers, and community partners. On behalf of Western Reserve Financial Associates, thank you for helping us make a meaningful difference! For disclosure information, see Thrivent.com/social.

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Annual Celebration of Membership May 18–31, 2026 | Virtual Event (On Demand) Reserve your spot today: http://bit.ly/4vUCoQG As a purposed-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. During this virtual broadcast, we'll share an update on Thrivent, the Northeast Member Network, and the impact our members are making across the region. Please register through the Eventbrite page to receive the Zoom link to the broadcast. No products will be sold. See Thrivent.com/social for disclosure information.

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Annual Celebration of Membership May 18–31, 2026 | Virtual Event (On Demand) Reserve your spot today: http://bit.ly/4vUCoQG As a purposed-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. During this virtual broadcast, we'll share an update on Thrivent, the Northeast Member Network, and the impact our members are making across the region. Please register through the Eventbrite page to receive the Zoom link to the broadcast. No products will be sold. See Thrivent.com/social for disclosure information.

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Join Western Reserve Financial Associates in celebrating the strength, love, and endless care of every mom. This Mother’s Day, we honor the women who shape our lives and hold our families together. Today and every day, thank you for all that you do. Happy Mother’s Day! 💐💖 #MothersDay #CelebrateMom #Gratitude

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Join Western Reserve Financial Associates in celebrating the strength, love, and endless care of every mom. This Mother’s Day, we honor the women who shape our lives and hold our families together. Today and every day, thank you for all that you do. Happy Mother’s Day! 💐💖 #MothersDay #CelebrateMom #Gratitude

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Financial Planning for Small Business Owners

During Small Business Week, we’re reminded: success isn’t just about running a business—it’s about having a plan behind it. No matter your stage, a holistic financial plan helps align your business goals with your personal future. Take a moment to step back and make sure your plan is working as hard as you are. For disclosure information, see Thrivent.com/social.

Learn the basics of creating a financial plan for small business owners.

Image Read Post
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Disability Insurance Awareness Month reminds us that life can change in an instant—and protecting your income is a key part of a strong financial plan. Have you considered how you’d maintain your lifestyle if you were unable to work due to illness or injury? Western Reserve Financial Associates is here to help you explore your options and build confidence in your coverage. #DIAM For disclosure information, see Thrivent.com/social.

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Disability Insurance Awareness Month reminds us that life can change in an instant—and protecting your income is a key part of a strong financial plan. Have you considered how you’d maintain your lifestyle if you were unable to work due to illness or injury? Western Reserve Financial Associates is here to help you explore your options and build confidence in your coverage. #DIAM For disclosure information, see Thrivent.com/social.

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🏪✨ Celebrating National Small Business Week | May 3–9, 2026 This week, we recognize the entrepreneurs, innovators, and local businesses that drive our communities forward. Your passion, resilience, and dedication make a lasting impact every day. Join us in supporting small businesses—not just this week, but all year long. #SmallBusinessWeek #SupportLocal #Entrepreneurship #CommunityStrong

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🏪✨ Celebrating National Small Business Week | May 3–9, 2026 This week, we recognize the entrepreneurs, innovators, and local businesses that drive our communities forward. Your passion, resilience, and dedication make a lasting impact every day. Join us in supporting small businesses—not just this week, but all year long. #SmallBusinessWeek #SupportLocal #Entrepreneurship #CommunityStrong

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Last Chance to Register! Where There's a Will There is a Way Tuesday, May 5 at 1:00 p.m. & 7:30 p.m. Register today: bit.ly/Where_Theres_A_Will Legacy Planning Is Not About the Money. Find out how to stop putting off creating a will and other key documents and hear stories that will motivate you to take action. Estate planning isn't about how much you have but how you manage it over your lifetime. Find out why it's important at any age to stop putting off creating a will and other key documents from Washington Post personal finance columnist Michelle Singletary. Her stories will motivate you to take action. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2

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Last Chance to Register! Where There's a Will There is a Way Tuesday, May 5 at 1:00 p.m. & 7:30 p.m. Register today: bit.ly/Where_Theres_A_Will Legacy Planning Is Not About the Money. Find out how to stop putting off creating a will and other key documents and hear stories that will motivate you to take action. Estate planning isn't about how much you have but how you manage it over your lifetime. Find out why it's important at any age to stop putting off creating a will and other key documents from Washington Post personal finance columnist Michelle Singletary. Her stories will motivate you to take action. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2

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Protect what matters most. 💙🏡 This National Life Insurance Day, take a moment to secure your loved ones’ future. Life insurance isn’t just a policy—it’s lasting protection when it matters most. Allow Western Reserve Financial Associates to help you take the next step. #NationalLifeInsuranceDay For disclosure information, see Thrivent.com/social.

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Protect what matters most. 💙🏡 This National Life Insurance Day, take a moment to secure your loved ones’ future. Life insurance isn’t just a policy—it’s lasting protection when it matters most. Allow Western Reserve Financial Associates to help you take the next step. #NationalLifeInsuranceDay For disclosure information, see Thrivent.com/social.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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