THRIVE Financial Planning

THRIVE Financial Planning We provide focused solutions to your financial concerns. We assist you and your family in all aspec

Financial Planning and Investment Management for Individuals and Families

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
06/01/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Business owners should consider a succession plan sooner rather than later.
05/29/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/27/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Here are a few key factors to consider when naming an executor for your estate.
05/25/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/22/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

There are four basic steps to calculating the value of an estate.
05/20/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The savings rate is the government’s estimate of how much U.S. households are saving.
05/18/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Could you find acres of diamonds in your own backyard? Watch this video.
05/15/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Do you have a will? Is it updated?
05/13/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Three tips for giving smart from the heart.
05/11/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

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El Dorado Hills, CA
95762

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