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Thrive Financial Services
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  • Blogs, Podcasts

    From Accumulation to Distribution: Rethinking Retirement Finances

    August 11, 2023

    Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting…

    Read more: From Accumulation to Distribution: Rethinking Retirement Finances
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  • #200 – Stock Market Volatility
    Blogs, Podcasts

    #200 – Stock Market Volatility

    July 17, 2023

    Thrive Financial Services · #200 – Stock Market Volatility Join David Bezar and Bret Elam on…

    Read more: #200 – Stock Market Volatility
  • Achieve Financial Balance During All Life Stages
    Blogs, Podcasts

    Achieve Financial Balance During All Life Stages

    July 11, 2023

    While each decade of life presents new financial obstacles and opportunities for growth, one principle holds…

    Read more: Achieve Financial Balance During All Life Stages
  • #199 – Complexities of Retirement
    Blogs, Podcasts

    #199 – Complexities of Retirement

    July 10, 2023

    Thrive Financial Services · #199 – Complexities of Retirement   Join David Bezar, Karen Bezar, and…

    Read more: #199 – Complexities of Retirement
  • #Episode 192 – Empowering Your Retirement Decisions
    Podcasts

    #Episode 192 – Empowering Your Retirement Decisions

    May 18, 2023

    Welcome to podcast episode #192 Empowering Your Retirement Decisions, Listen and read along as hosts David…

    Read more: #Episode 192 – Empowering Your Retirement Decisions
  • Episode #191 – Create Retirement Success with Awareness and Education
    Podcasts

    Episode #191 – Create Retirement Success with Awareness and Education

    May 9, 2023

    Welcome to podcast episode #191 – “Create Retirement Success with Awareness and Education” of Roadmap to…

    Read more: Episode #191 – Create Retirement Success with Awareness and Education
  • July 2022 Newsletter
    Monthly Newsletter, Newsletter, Podcasts

    July 2022 Newsletter

    July 19, 2022

    Catch up on some summer reading with our July Newsletter! July Newsletter 2022

    Read more: July 2022 Newsletter
  • June 2022 Newsletter
    Monthly Newsletter, Newsletter, Podcasts

    June 2022 Newsletter

    June 20, 2022

    Refresh This Summer With Our June Newsletter!   June Newsletter 2022

    Read more: June 2022 Newsletter
  • Monthly Newsletter, Newsletter, Podcasts

    May 2022 Newsletter

    May 17, 2022

    Relax With Our May Newsletter! May Newsletter

    Read more: May 2022 Newsletter
  • Monthly Newsletter, Newsletter, Podcasts

    April 2022 Newsletter

    April 15, 2022

    Refresh This Spring With Our April Newsletter! April 2022 Newsletter

    Read more: April 2022 Newsletter
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services offered through Thrive Capital Management, LLC, an SEC Registered Investment Advisory firm. Insurance products and services offered through Thrive Financial Services, LLC. The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.