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 7 | Social Security Benefits

Maximize Social Security Benefits

October 29, 2017

  We have heard so many people share their experiences about going to the Social Security Administrator and asking them but failing to get some answers. What people don’t know is that it is what it is by design. The government does not give any financial advice because it might backfire. Fortunately, there are financial…

TFS 5 | Fallacies About The Stock Market

Proposed Tax Laws And Your Future

October 29, 2017

  People living their lives with a million things on their plate would want nothing but time on their side. However, getting caught up with a lot of things could also mean not having the time to prepare for retirement. Planning it before it arrives will surely afford you all the time to relax and…

TFS 03 | Fudiciary Role

Retirement Vs. Politics

October 29, 2017

  To navigate your retirement with the utmost freedom and joy, you need to have financial education and a financial plan. Knowing the dos and don’ts will fully equip you to what’s inevitably coming for all of us. Before you immediately dive into any advisors there are around, you must make sure whether you are…