Chris Brooks - Thrivent

Chris Brooks - Thrivent

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Helping veterans, families, and small-business owners make their money work harder, protect what matters most, and plan tax-smart for the future.

09/03/2026

Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.

The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0

If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.

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.

09/02/2026

A new baby can change your everything (including your finances).​

Let’s review your life insurance coverage to help make sure your growing family is protected.​

See thrivent.com/social for important disclosures.

09/01/2026

Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF

08/31/2026

A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mF

Let’s start building a succession strategy that fits your vision.

Finances + Generosity | Thrivent 08/29/2026

Even though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?

Finances + Generosity | Thrivent Thrivent can help you plan your finances for the people, causes and...

08/28/2026

Putting all your eggs in one basket is risky, especially if you also trip.

Diversification can help spread risk across different types of investments.

What everyday example helps explain diversification?

DISCLAIMER: Diversification does not ensure a profit or protect against a loss.

See thrivent.com/social for important disclosures

Make a difference with your money | Thrivent 08/27/2026

Thrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

Make a difference with your money | Thrivent Thrivent can help you plan your finances for the people, causes and...

08/26/2026

What if your ability to work as a business owner was impacted due to illness or injury?

Disability income insurance helps replace part of your income if you get sick or hurt and are unable to work for a period of time. And there are coverage options available for business owners.

Explore how disability income insurance could help protect your livelihood as a business owner: https://bit.ly/4gPbi8e

08/26/2026

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.

08/26/2026

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

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3120 Highwoods Boulevard Suite 212
Raleigh, NC
27604

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