Jason Valdez - Thrivent Financial

Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next.

If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter.

Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations.

See thrivent.com/social for important disclosures.

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Do you need life insurance? Questions to ask yourself & your family From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like unexpected death, it can be tempting to avoid conversations altogether.

Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. Learn more here: https://bit.ly/47fcOvU

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇

Together, we can make sure your family is covered for the future.

Do you need life insurance? Questions to ask yourself & your family From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like unexpected death, it can be tempting to avoid conversations altogether.

Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.​

See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️

7 ways to help reduce your taxable income Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep more of your earnings are at hand.