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Zach Miskovic - Thrivent

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Carmel, IN
Zach Miskovic - Thrivent

Your Future. Your Strategy. Your Confidence. I am here to offer you financial clarity and support for your thriving future. But we don't stop there.

Our team provides personalized guidance tailored to your goals, whether it's retirement, education, or protecting your family's future. We prioritize transparent and ethical practices that keep your best interests in mind. We're passionate about your success and our communities' well-being. Let's connect and partner on your financial journey.

08/11/2026

When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter.

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.

If you're thinking about your transition strategy, let's connect and walk through your options-step by step.

See thrivent.com/social for important disclosures.

08/07/2026

If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

08/03/2026

👉 “My kids will figure it out after I’m gone.”

This is a common sentiment—and one of the most avoidable estate planning mistakes.

A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love.

If you have questions or need help getting started, please get in touch.

See thrivent.com/social for important disclosures.

07/30/2026

🏡 Your financial house should be built to last—and you can make it stronger with the right help.

Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve

Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.

See thrivent.com/social for important disclosures.

07/28/2026

Saving for retirement? Here’s something to consider: different accounts come with different tax implications.

By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).

Get in touch to discuss the right approach for your unique situation.

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.

07/27/2026

You can't buy something exactly like Social Security on the market.

As retirement expert Dr. Michael Finke, Professor and Frank M. Engle Chair of Retirement Security, The American College of Financial Services, pointed out in an interview with Bjorn Larson, Thrivent's Director of Financial Education, it offers a unique combination of guaranteed income that's also inflation-protected.

Watch the full interview to get more insight on planning your retirement: https://bit.ly/4dhtRQk

07/24/2026

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.

07/22/2026

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇

Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.

This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt

Let’s review your strategy together and make sure your investments support your next chapter.

07/14/2026

Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage.

These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk

07/13/2026

Don’t miss this chance to learn what inflation, interest rates and market swings may mean for your money. Register now for Thrivent’s live Market & Economic Update on July 14 at 12:30 PM EST or 8:30 PM EST. Save your spot 👉 https://bit.ly/4eItpdi

No products will be sold. See thrivent.com/social for important disclosures.

Address

11711 N Meridian Street
Carmel, IN
46032

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4:30pm

Telephone

+17088605985

Website

https://connect.thrivent.com/zach-miskovic

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