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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.


2024 Tax, Social Security & Medicare Quick Guide

Download our latest resource for quick and easy access to vital information regarding changes to taxes, social security and medicare in 2024.

A Long Term Companion 4
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A Long Term Companion

Listen To Our Latest Episode

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,'s awards. The award results were independently determined by each organization’s criteria and 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 across the country 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.

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