Bryan Mesa - Thrivent

01/23/2026

Thinking more about risk tolerance? Wondering if you’re investing enough—or in the right places? Curious how taxes, diversification and changing priorities affect your long-term goals?

As life becomes more complex, your investment strategy should evolve with it. Let’s review where you are today and build a financial plan that helps you move forward with clarity and confidence.

See thrivent.com/social for important disclosures.

01/22/2026

If investing feels like the one thing you haven’t been able to cross off your checklist, don’t stress.

The key is getting started—no matter the amount. And when you’re in your 20s and 30s, time is on your side. Small contributions today can turn into meaningful growth over time.

Here’s how to begin investing on a tight budget ➡️ https://bit.ly/4jAJ3tt

01/30/2025

The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.

Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

01/28/2025

Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.

Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

11/28/2024

Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

11/27/2024

Retiring means you'll be embarking on a new phase of life. Plan now to ensure your next chapter is protected against these common retirement risks. ⬇️

Retiring means you'll be embarking on a brand-new phase of life. To enjoy it to the fullest, you need to know that you've saved enough, the income sources you'll rely on, and that you've taken steps to manage any retirement risks to your savings.

11/26/2024

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan.

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own.

Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

11/14/2024

¿Cómo puedes crear un impacto en tu comunidad? Participa con nosotros en un taller gratuito llamado Cómo causar un impacto: tu historia de generosidad, el Jueves, 21 de Noviembre a las 7:15 p.m. hora del centro, para explorar la generosidad, más allá de los dólares que donas y tus horas de voluntariado. https://bit.ly/3Crh3XN

En este evento no se venderán productos. Para obtener más información, visita thrivent.com/social (en inglés).

10/02/2024

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to protect your next chapter.
”

10/01/2024

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the chance of living longer than you expect and putting an unplanned strain on your retirement savings. In fact, running out of money is the…

09/30/2024

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.