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

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The numbers matter. But they only matter because of the people behind them. For disclosure information, see thrivent.com/social

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The numbers matter. But they only matter because of the people behind them. For disclosure information, see thrivent.com/social

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We help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy. The goal isn’t just to have a plan. It’s to understand how the pieces work together—and what your decisions could mean for the road ahead. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax profession

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We help bring the pieces of your financial life together—from retirement income and investments to tax efficiency, estate planning, and your legacy. The goal isn’t just to have a plan. It’s to understand how the pieces work together—and what your decisions could mean for the road ahead. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax profession

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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional 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

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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional 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

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Let's review your strategy together. See thrivent.com/social for additional disclosures.

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Let's review your strategy together. See thrivent.com/social for additional disclosures.

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How they're allocated. When they're adjusted. How much risk you're taking. Those decisions can make just as much difference as what you invest in. See thrivent.com/social for additional disclosures. #InvestmentStrategy

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How they're allocated. When they're adjusted. How much risk you're taking. Those decisions can make just as much difference as what you invest in. See thrivent.com/social for additional disclosures. #InvestmentStrategy

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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Buying a financial product is one decision. Building a financial plan is a process. That's why we've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list. For more information visit Thrivent.com/social. #FinancialConfidence #PurposeDrivenPlanning

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Buying a financial product is one decision. Building a financial plan is a process. That's why we've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list. For more information visit Thrivent.com/social. #FinancialConfidence #PurposeDrivenPlanning

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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose

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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose

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We believe planning isn't a one-time event—it's an ongoing partnership. Together, we'll build a strategy that grows with your life, adapts to change, and keeps your long-term goals in focus. Because your future deserves more than a file sitting on a shelf. For disclosure information, see thrivent.com/social. #FinancialPlanning #RetirementPlanning #PlanWithPurpose

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We believe planning isn't a one-time event—it's an ongoing partnership. Together, we'll build a strategy that grows with your life, adapts to change, and keeps your long-term goals in focus. Because your future deserves more than a file sitting on a shelf. For disclosure information, see thrivent.com/social. #FinancialPlanning #RetirementPlanning #PlanWithPurpose

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Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy. For more information visit Thrivent.com/social.

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Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy. For more information visit 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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