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Locality: Simi Valley, California



Address: 3605 Alamo Street, Suite 320 93063 Simi Valley, CA, US

Website: connect.thrivent.com/brett-mountain

Likes: 83

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Brett Mountain, RICP 19.10.2021

With the end of the year just around the corner, it’s time to maximize your contributions to your retirement accounts. What can you do today to get one step closer to fully funding your IRA?

Brett Mountain, RICP 11.10.2021

Don’t miss your opportunity to vote in Thrivent’s 2021 board of directors elections. Visit https://bit.ly/3Dgl5gF to make your voice heard and help shape how our organization is led.

Brett Mountain, RICP 30.09.2021

Benefit enrollment season is a great time to reassess your health care cost needs for the upcoming year. Prevent financial strain by choosing benefits that can help cover upcoming health expenses, both planned and unexpected.

Brett Mountain, RICP 13.09.2021

As a Thrivent client with membership, you play a key role in shaping the future of our organization. Head to https://bit.ly/3Dgl5gF to choose the candidates who will help us continue to thrive with purpose. The elections close Nov. 20.

Brett Mountain, RICP 24.08.2021

How are you preparing to leave a legacy? Be sure you’ve named a beneficiary for all of your accountsand revisit your selections regularly to be sure they are up to date with your wishes.

Brett Mountain, RICP 10.11.2020

Where you invest your time is just as important as where you invest your money. We can help you find the right balance. Click the link to schedule a free consultation today! https://bit.ly/34j5cHz

Brett Mountain, RICP 07.11.2020

Thrivent’s Board of Directors is committed to advancing Thrivent’s promise of helping people to achieve financial clarity and enabling lives full of meaning and gratitude. Hear from Board Member, Lynn Crump-Caine on why it’s important to vote.

Brett Mountain, RICP 19.10.2020

It’s tempting to put off thinking about insurance, but having a strategy is crucial when protecting loved ones. Check out this deep dive to learn more about the options available to you.

Brett Mountain, RICP 30.09.2020

October is Pregnancy and Infant Loss Awareness Month. Clients with membership, if you or someone you know has experienced a miscarriage, stillbirth or loss of a newborn, a complimentary care package for grieving parents was created just for you. Keep it for yourself or share it with a friend to help them with healing. Learn more. https://www.thrivent.com//member-benefits-and-programs.htm

Brett Mountain, RICP 17.09.2020

Make sure your investments are working hard for your goals. We can give you the guidance that gets you where you want to go. Let’s connect: https://connect.thrivent.com/brett-mountain/

Brett Mountain, RICP 08.09.2020

In a stock market rally that has defied expectations, what can we expect in the coming months as the country and economy recover from the impact of the COVID-19 pandemic?

Brett Mountain, RICP 05.09.2020

Vote with purpose. Take a moment to make your voice heard in Thrivent’s Board of Directors election.

Brett Mountain, RICP 17.08.2020

Market changes have the potential to create stress, so it’s especially important to get clarity on your financial goals and move forward. Get tips for planning during a pandemic. https://www.thrivent.com//retirement-planning-during-a-pan

Brett Mountain, RICP 31.07.2020

We offer guidance and solutions to give you financial clarity, so you can live the life you wanttoday and tomorrow. https://connect.thrivent.com/brett-mountain/

Brett Mountain, RICP 16.07.2020

With the economic effects of COVID-19 still lingering, stocks are surprisingly on the rise. Thrivent Mutual Funds explains how in the September market update.

Brett Mountain, RICP 26.06.2020

One way to help balance risk is through a diverse range of investments. Share your best investment tip below.

Brett Mountain, RICP 11.06.2020

Money saving tip: Look at your recurring subscriptions and cancel any that you don’t regularly use. Do you have a favorite tip to jump-start your savings?