About Rusty Porterfield

Life moves quickly — especially in your 40s and 50s. Income is strong, responsibilities are real, and retirement is 10–20 years away. The financial decisions you make in this season carry real weight, which is why your strategy should evolve as your life does.

I focus on building meaningful, long-term relationships with families who want to be intentional about these primary earning years. Together, we bring clarity and structure to the big questions: investing wisely, managing risk, preparing for retirement income, paying for education, identifying tax-efficient strategies to help reduce unnecessary taxes, and supporting the causes that matter most to you.

As a financial advisor with Thrivent — a member-owned, not-for-profit organization — I’m part of a model designed to help clients align their finances with their values. We believe money is a tool, and when used thoughtfully, it can become a force for good in your family and your community.

I’m a husband and father of two, and I understand firsthand the balance between building a career, caring for family, and planning for what’s ahead. My goal is simple: help you plan confidently and live generously.

If you’re ready to revisit your strategy and make sure it’s keeping pace with your life, I’d welcome the conversation.

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.

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.