Gain certainty . Be confident. Save time.

Life is busy. And life as a parent is extremely busy. Making difficult decisions when you’re running on three hours of sleep with a work deadline right around the corner just isn’t easy. That’s why it can be so hard balancing all of the financial responsibilities that come along with raising a family. Where are you supposed to start saving? How are you supposed to hit your long-term financial goals while also living the life you work so hard for in the short-term? Don’t worry! You are not alone in asking those questions. And you’re certainly not alone if you haven’t been thinking about them too much, either.

Your aging parents are ahead of you. They may be healthy now, maybe not. Whatever their status now, they want to finish their golden years in peace — and that needs looking after sometimes. Your children are aging through high school and up into college. That means tuition and potentially more financial support after they graduate. On top of looking after the needs of others, you also need to plan your own retirement as well as control other costs. Mortgage, life insurance, car payments, etc. But with lots of immediate financial decisions to be made for family members ahead or behind you, it can be hard to come up with the right plan for everything. And everyone! That’s where Thrive Wealth Strategies can help you.

At Thrive Wealth Strategies, we look at the years you’re approaching retirement that impact your ‘Magic Number.’ Around this time, you’ve put the kids through college and climbed the ladder in your own career. You can now focus completely on your biggest goal: having enough saved so work is optional and a worry-free retirement can commence. Retirement can be a long journey — you’re not cashing out all at once. So ensuring you have enough to satisfy your needs through the course of the whole season is crucial.

Donating assets or funds to charitable organizations is a way to give back to your community, support organizations with similar values to your own, and leave behind a legacy of generosity & philanthropy. It’s a way that many people feel they can do good while feeling good about their contributions. By creating your THRIVE Legacy, you can ensure that everyone benefits. Your charities of choice, your family, and yourself can all reap the benefits of your philanthropic giving. It’s our goal to help clients redirect $250,000,000 of assets to charities. You can be a part of making a huge difference for your own families and hundreds of other families out there.

The goal of a THRIVE investment strategy is to maximize the potential for wealth accumulation (growth investing) during strong economic times, while being able to pivot to wealth preservation (value and/or countercyclical investing) during economic downturns. THRIVE uses a proprietary investment methodology to rebalance your portfolio among multiple asset classes in response to varying conditions. It is seeking to pursue the strongest asset class(es) for any given investor’s needs in any particular type of investing environment.