FEATURED MEDIA

LISTEN TO RETIREMENT TIPS ON THE RADIO

THRIVE RETIREMENT ROADMAP RADIO SHOW!

Don’t miss our weekly radio show as we broadcast LIVE discussing pressing issues regarding retirement such as Social Security, Risk Management, Forward Tax Planning and Legacy Planning. Your hosts, David Bezar, Karen Bezar and Bret Elam, explain common issues, concerns and scenarios seen as seniors enter their retirement years.

WHEN

Saturdays at 6 a.m.

WHERE

Listen LIVE on Philly’s 1210 AM WPHT Talk Radio OR on WOGL 98.1 HD-2 FM.

No access to a radio? No problem! Stream the show live HERE!

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THRIVE CONTENT LIBRARY

19 things

19 Things to Consider for 2019

 

With this 3-page instant download, you will discover 19 valuable tips for 2019 that will help you retire the way you want!

americas hidden pension crisis

America's Hidden Pension Crisis

 

Is your retirement at risk?  Download this brochure to find out!

how to retire worry free

How to Retire Worry Free

 

Are you worried about retirement?  Download this guide to lifelong financial freedom TODAY!

NEVER MISS A SHOW

Subscribe to our Podcast Live with Thrive on your favorite Podcast Application!

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PRESS RELEASES

Thrive Financial Services: Featured in Kiplinger Magazine

    When they think about retirement, many people have two big concerns. First, they worry they won’t have enough money to support their lifestyle. Second, they fear their money won’t last. To help put their concerns to rest, pre-retirees need answers to questions many of them don’t even know to ask.     The…

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Thrive Financial Services Welcomes Bryan Britchkow

    Bryan joins the team as an elite Financial Advisor bringing more than 20 years of experience to the team.  His areas of expertise include: Portfolio Management; Risk Management; Investment and Trading Strategies.     In his free time, Bryan loves spending time with his wife Jackie and 2 young daughters Hailey and Madison, taking…

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Thrive Financial Services Welcomes Ryan Kelly

    Ryan joins the team as the Manager of the Financial Planning Department after being within the financial services industry for his entire 10-year career thus far.  His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team.  …

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Thrive Financial Services Welcomes Maryann Lim, CFP®

    Maryann  joins the team as an elite Associate Financial Advisor bringing several years of experience to the team and an extremely upbeat, positive attitude to the work environment.  She loves answering difficult client questions and coming up with solutions to hard problems in retirement.     In her free time, Maryann loves spending…

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Thrive Financial Services Welcomes Beverly Cleveland

    Beverly recently joined the Thrive Team in 2019 as a Financial Planner. Using her background in finance, data processing, business paired with her attention to detail, Beverly is a great asset to Thrive.     She enjoys spending time with her husband, her (4) daughters, grand-children, friends and time by the ocean. She…

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Thrive Financial Services Welcomes Michael Kuritz

    Mike joins the team as a elite Financial Planning Associate after fulfilling his role as an Analyst at a wealth management firm in Delaware.  Michael enjoys conducting comprehensive financial analysis and fundamental research which is what he contributes his successes to.   In his free time, Michael enjoys playing basketball and surfing on the beach in…

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Thrive Financial Services Welcomes Natalie Donegan

    Natalie joined the Thrive Financial team in 2018 with an extensive background in customer service. As an office manager at the Fort Washington office, she is the first to answer the phones and welcome all who walk in the door with a positive attitude. Helping customers is always her first priority.    …

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Thrive Financial Services Welcomes David Crespi

    David joins Thrive as an Associate Financial Advisor and helps support the financial planning process. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management. He believes in education and putting clients’ needs first, making him…

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Thrive Capital Management: Featured in Wall Street Journal

   Five Star Professional is pleased to announce David Bezar, Thrive Capital Management, LLC, has been chosen as a Five Star Wealth Manager for 2016.    “Our Success is not built on what we accomplish for ourselves, rather its foundation lies in what we do for others,” said David Bezar of Thrive. “At Thrive Capital Management, LLC, our mission is to…

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BLOGS

TFS 13 | 401(k)

What is a 401(k) And Do I Need It?

January 15, 2018

  Having a retirement savings plan may not seem as enticing for a number of people. That’s only because they don’t know what to do with it, or they’re still at that mindset where future things should be for the future. They still need to get the proper financial education that will help them see…

TFS 12 | Financial Resolutions

Get Your 2nd Opinion Here!

January 9, 2018

  2017 has come to a close and 2018 is here. It’s a new year for plans and a new year for another batch of financial stress. In a survey, it is found out that 62% of Americans were reported to be stressed about money. Yet only 25% of those have any financial resolutions. Why…

TFS 11 | 2018 Financial Plans

Happy Tax-Max!

January 2, 2018

  The year is ending and that means another year of financial woes to look forward to. If you’re the type who’s planned and ready to take on the next year, then you’ll find bliss with your future financial plans. Reflect on some of the highlights of the past year as well as the things…