Valley Consulting Group-Thrivent

Valley Consulting Group-Thrivent At Thrivent, we believe that money is a tool not a goal.

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.

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your visi...
09/07/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

Wishing you and your loved ones a safe and relaxing Labor Day.
09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

Just a reminder, our office will be closed on Monday, September 7th in observance of the holiday. We wish everyone a ha...
09/04/2026

Just a reminder, our office will be closed on Monday, September 7th in observance of the holiday. We wish everyone a happy and relaxing Labor Day weekend!

Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF
09/03/2026

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

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contributi...
09/02/2026

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-emplo...
09/01/2026

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK

What if your ability to work as a business owner was impacted due to illness or injury?Disability income insurance helps...
08/31/2026

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

A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover t...
08/27/2026

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.

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited...
08/25/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

Address

1490 S Price Road, Ste 202
Chandler, AZ
85286

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+14802373669

Website

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