Helping Clients Be Wise with Money and Live Generously Whether you’re just out of college or in your golden years, you can take advantage of investment planning and protection for your financial future. There are opportunities to utilize previous employer investments, start your own IRA, set up a budget and savings strategy while building financial security and living a generous life. I help individuals and families of all ages build a strong financial foundation, so they can feel comfortable giving to others while protecting their assets. Are you ready? As a financial professional, I specialize in working with families and those retiring soon. I wish when I had started my family someone would have provided financial guidance and advice. Planning for the future and being prepared for unexpected circumstances is important. I find great joy in helping individuals and families prepare for the what-ifs life hands us. I also like to roll-up my sleeves and help those who have been long-term employees or business owners take a look at their current retirement planning and 401(k)s. Together, we review where they stand and other investment options available to prepare for the next 10, 20, or 30 years of retirement. Whether it’s creating financial guidance, being a trusted referral source or finding the right life insurance or investment, as your financial quarterback, together we will make sure you are on the winning path.Thrivent and its affiliates offer a broad range of financial products and services, including life insurance, annuities, mutual funds, disability income insurance. As a not-for-profit organization, Thrivent creates & supports national outreach programs and activities that help congregations, schools, charities, and individuals in need. Learn more thrivent.com
Listed skills include Financial Services, Financial Strategies, Non Profit Volunteering, Cross Functional Team Leadership, and 11 others.