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Insights

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

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Our team was introduced to a mother of two middle-school daughters after she lost her husband unexpectedly. During a season marked by grief and life changes, we were able to guide her through important financial decisions and planning considerations. Today, she feels confident about her family’s financial future and the path ahead. #HeartfeltStories #FamilySupport #FinancialPlanning #FaithAndFinance #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Our team was introduced to a mother of two middle-school daughters after she lost her husband unexpectedly. During a season marked by grief and life changes, we were able to guide her through important financial decisions and planning considerations. Today, she feels confident about her family’s financial future and the path ahead. #HeartfeltStories #FamilySupport #FinancialPlanning #FaithAndFinance #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Thrivent Action Teams have helped one Bradenton-area congregation support events like Mardi Gras and Trunk or Treat, while also assisting more than 22 local ministries over several years. Through these projects, church members were able to organize outreach efforts that served neighbors throughout Manatee County, strengthening community connections and expanding programs that meet local needs. We love hearing about the way our clients impact the community and spread generosity! #HeartfeltStories #ThriventActionTeam #CommunityImpact #FaithInAction #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Thrivent Action Teams have helped one Bradenton-area congregation support events like Mardi Gras and Trunk or Treat, while also assisting more than 22 local ministries over several years. Through these projects, church members were able to organize outreach efforts that served neighbors throughout Manatee County, strengthening community connections and expanding programs that meet local needs. We love hearing about the way our clients impact the community and spread generosity! #HeartfeltStories #ThriventActionTeam #CommunityImpact #FaithInAction #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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During a family medical crisis, one couple reached out for help when they needed assistance accessing accounts and understanding financial decisions for a loved one. They connected with advisor Kim and our team, who worked with them through the process while they were managing many personal challenges. Later, when they explored new investments, they chose to continue working with Thrivent after reviewing several options, moving forward with clearer understanding of services available #HeartfeltStories #FinancialGuidance #FaithInAction #FloridaPlanning #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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During a family medical crisis, one couple reached out for help when they needed assistance accessing accounts and understanding financial decisions for a loved one. They connected with advisor Kim and our team, who worked with them through the process while they were managing many personal challenges. Later, when they explored new investments, they chose to continue working with Thrivent after reviewing several options, moving forward with clearer understanding of services available #HeartfeltStories #FinancialGuidance #FaithInAction #FloridaPlanning #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Another couple we serve often comes to meetings ready to learn and eager to understand their finances – often asking: What are we learning today? They grew up with limited financial resources and now, in retirement, are experiencing stability through faithful saving and careful planning. They continue asking thoughtful questions and are working toward building a future that supports both their family and the organizations they care about — a journey we’re honored to walk alongside #HeartfeltStories #LegacyPlanning #FaithAndStewardship #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Another couple we serve often comes to meetings ready to learn and eager to understand their finances – often asking: What are we learning today? They grew up with limited financial resources and now, in retirement, are experiencing stability through faithful saving and careful planning. They continue asking thoughtful questions and are working toward building a future that supports both their family and the organizations they care about — a journey we’re honored to walk alongside #HeartfeltStories #LegacyPlanning #FaithAndStewardship #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Several members of Advocate Wealth Advisors had the privilege to attend Redeeming Money 2026 Conference with Kingdom Advisors last week. We were challenged personally and professionally on the integration of biblical financial wisdom in our lives and how to help clients align faith values with financial decisions and investments.

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Several members of Advocate Wealth Advisors had the privilege to attend Redeeming Money 2026 Conference with Kingdom Advisors last week. We were challenged personally and professionally on the integration of biblical financial wisdom in our lives and how to help clients align faith values with financial decisions and investments.

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Sign up with the link below to join the live Economic Update with Advocate Wealth Advisor Team, Dru Schneeberger and Investment Consultant Peter McFarlane CFP, CIMA. https://us02web.zoom.us/webinar/register/WN_9_8TDdV3RMmuidrCQ_t4Bg No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

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Sign up with the link below to join the live Economic Update with Advocate Wealth Advisor Team, Dru Schneeberger and Investment Consultant Peter McFarlane CFP, CIMA. https://us02web.zoom.us/webinar/register/WN_9_8TDdV3RMmuidrCQ_t4Bg No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

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We recently worked with a couple in their late 50s who had faced several medically challenging years and were uncertain whether early retirement could be an option. After completing a retirement evaluation, they learned that their consistent saving over time positioned them to retire earlier than expected and with retirement income exceeding their working years. Moments like these — when uncertainty turns into clarity — are what we often reflect on as part of our amazing journey alongside our clients. #HeartfeltStories #RetirementPlanning #FaithDrivenFinance #FloridaRetirement #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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We recently worked with a couple in their late 50s who had faced several medically challenging years and were uncertain whether early retirement could be an option. After completing a retirement evaluation, they learned that their consistent saving over time positioned them to retire earlier than expected and with retirement income exceeding their working years. Moments like these — when uncertainty turns into clarity — are what we often reflect on as part of our amazing journey alongside our clients. #HeartfeltStories #RetirementPlanning #FaithDrivenFinance #FloridaRetirement #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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After divorce, many people face uncertainty about the future — especially when health concerns and caregiving responsibilities are involved. One client came to us feeling unsure about how she would manage long-term care needs and whether her children might someday shoulder that burden. As a working mother of four who had previously cared for aging parents, these concerns weighed heavily. After working with Steve, she was able to secure a long-term care policy and now feels prepared knowing plans are in place for her future and her family #HeartfeltStories #LongTermCarePlanning #FaithAndFinance #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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After divorce, many people face uncertainty about the future — especially when health concerns and caregiving responsibilities are involved. One client came to us feeling unsure about how she would manage long-term care needs and whether her children might someday shoulder that burden. As a working mother of four who had previously cared for aging parents, these concerns weighed heavily. After working with Steve, she was able to secure a long-term care policy and now feels prepared knowing plans are in place for her future and her family #HeartfeltStories #LongTermCarePlanning #FaithAndFinance #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please 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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