Roadmap To Retirement: Ebook
With this 10-page instant download and Amazon bestseller, you will discover valuable advice on legal matters, taxes and other matters that can help you overcome obstacles and properly plan ahead to live the retirement lifestyle of your choice.
Proactive Year-End Tax Planning for 2024 & Beyond
Explore strategies for managing your tax liability and organizing your finances with Proactive Year-End Tax Planning for 2024 & Beyond. This brochure provides insights into tax planning techniques and considerations for the year ahead. It’s designed to help individuals make informed financial decisions.
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Don’t miss our weekly radio show as we broadcast LIVE discussing pressing issues regarding retirement. Your hosts, David Bezar, Karen Bezar, and Bret Elam, explain common issues, concerns, and scenarios seen as people enter their retirement years.
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Featured On TV
Featured In
3 Years In A Row
Inc. magazine revealed our company was named to the Inc. 5000 for the third consecutive year in a row on its annual list in 2022. The list is comprised of the nation's fastest-growing private companies.
Featured In
Read our latest feature on 401kSpecialist! We were featured on their "20 Fast-Growing, Retirement-Focused Firms from Inc.’s 2022" list.
Featured in Kiplinger Magazine
We were featured in Kiplinger Magazine, the leader in finance & business news and forecasting.
35 Best Financial Services Podcasts
We were featured in FeedSpot, the home for all things podcasts from thousands of podcasts across the web.
Featured on 6ABC
Thrive’s very own managing partners, David Bezar, Bret Elam & Karen Bezar joined the Weekend Extra team to discuss the effectiveness of implementing tax planning strategies in your life.
Thrive submitted applications and paid application fees to be considered for the Inc. 5000 Fastest Growing Companies, Wealthmanagement.com's awards. The award results were independently determined by each organization’s criteria https://www.inc.com/inc5000/apply/guide and the information Thrive provided in the applications. Thrive received the Inc. 5000 awards in 2020, 2021 and 2022.
The 2023 AdvisorHub "Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors nationwide for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
401K Specialist Magazine featured Thrive Capital Management on August 19, 2022 as a Firm who appeared on the Inc. 5000 list during 2022. The list of Firms mentioned in the article are from the Inc. 5000 list from 2022 sorted via the “Financial Services” category and must mention retirement planning as a speciality. Thrive Capital Management did not pay to be listed in this article.
Feedspot.com featured Thrive Capital Management’s podcast, “Retirement Roadmap”, as one of the 35 best financial services podcast in an article from August 31, 2024. The ranking of these podcasts is created by feedspot.com and based upon relevance to the financial services industry, social media followers of the podcast and “freshness”. To be considered for the list, participants must submit their podcasts for review by feedspot.com. Thrive Capital Management did not pay to be featured in this article.
6ABC is a paid sponsorship by Thrive Capital Management and not an endorsement of Thrive.