Jason Valdez - Thrivent Financial

Jason Valdez - Thrivent Financial We focus our attention in helping families minimize risk, accumulate wealth, and tax efficiencies.

Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

What does financial alignment truly look like in a relationship?During an interview, Bjorn Larson, Thrivent’s Director o...
06/15/2026

What does financial alignment truly look like in a relationship?

During an interview, Bjorn Larson, Thrivent’s Director of Financial Education, sat down with Ericka Young, author and financial educator, to discuss how couples can move forward with confidence. One insight stood out: alignment is about committing shared goals and moving in the same direction, not thinking exactly the same. Watch the full episode here: https://bit.ly/4kZezCb

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they...
06/13/2026

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a relia...
06/11/2026

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

As you manage your investments, you may have heard that it's a good idea to diversify your portfolio—or have a mix of assets. The idea is to avoid putting all of your eggs in one basket.

To all who served and sacrificed for our freedom, thank you.
05/25/2026

To all who served and sacrificed for our freedom, thank you.

Extended care planning can help you maintain your future independence, protect your finances and gain confidence knowing...
05/22/2026

Extended care planning can help you maintain your future independence, protect your finances and gain confidence knowing that when your health changes and you need assistance, you’ll have options.

It may allow you to:
1️⃣ Choose where you receive care—even in your own home
2️⃣ Ensure your loved ones can be care managers, not caregivers
3️⃣ Prepare for the cost of care with greater certainty

If you haven’t yet considered how to fund extended care, now is the time. Let’s discuss your options.

See thrivent.com/social for important disclosures.

Want to build a financial plan?👉 Think of it like building a house. Start with a solid blueprint and a strong foundation...
05/21/2026

Want to build a financial plan?

👉 Think of it like building a house. Start with a solid blueprint and a strong foundation to support your goals. From there, you can keep building upward with confidence.

Here are 6 steps to help you get started: https://bit.ly/48hj4SK

Many people think long-term care is only for later in life—but your 40s and 50s can be the best time to plan ahead. Toge...
05/18/2026

Many people think long-term care is only for later in life—but your 40s and 50s can be the best time to plan ahead. Together, let’s make sure your future health care needs and associated costs are addressed.

See thrivent.com/social for important disclosures.

No financial plan is truly complete without an extended care strategy—and here’s why.Medicare and Medicaid offer only li...
05/14/2026

No financial plan is truly complete without an extended care strategy—and here’s why.

Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as:

✅ Insurance
✅ Government programs
✅ Self-funding

The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan.

See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if yo...
05/11/2026

If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬇️

See thrivent.com/social for important disclosures.

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150 East Palmetto Park Road
Boca Raton, FL
33432

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