Call 406-755-6655 today or scan this code, to get your complimentary analysis. thrivent You have retirement goals. Are you on track? We'll look at your retirement strategy from every angle. Together, we can explore: Tax-Efficient Roth Conversion Strategies 2023 and 2024 IRA Contribution Recommendations Required Minimum Distribution Management. How We Guarantee Our Clients' Paychecks For Life 4.45% -4.95 Guaranteed Fixed Rate Investments ($250,000 min. investment) Professionally Managed Investment Portfolio ($500,00 min. investment) 401k/IRA Tax-Efficient Income Distribution Models Tax-Efficient Wealth Transfer Strategies W Peter Pius, FIC, RICP, BFA Financial Advisor in 406-755-6655 40 2nd St. E, Ste. 203, Kalispell, MT Zach Fenlason, FIC, BFA Financial Advisor in 406-755-6655 1001 SW Higgins Ave., Missoula, MT Contact us today. Advice | Investments | Insurance | Banking | Generosity Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser member FINRA and SIPC, and a subsidiary of Thrivent Licensed agentiproducer of Thrvent Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 31197A 4-23 Call 406-755-6655 today or scan this code , to get your complimentary analysis . thrivent You have retirement goals . Are you on track ? We'll look at your retirement strategy from every angle . Together , we can explore : Tax - Efficient Roth Conversion Strategies 2023 and 2024 IRA Contribution Recommendations Required Minimum Distribution Management . How We Guarantee Our Clients ' Paychecks For Life 4.45 % -4.95 Guaranteed Fixed Rate Investments ( $ 250,000 min . investment ) Professionally Managed Investment Portfolio ( $ 500,00 min . investment ) 401k / IRA Tax - Efficient Income Distribution Models Tax - Efficient Wealth Transfer Strategies W Peter Pius , FIC , RICP , BFA Financial Advisor in 406-755-6655 40 2nd St. E , Ste . 203 , Kalispell , MT Zach Fenlason , FIC , BFA Financial Advisor in 406-755-6655 1001 SW Higgins Ave. , Missoula , MT Contact us today . Advice | Investments | Insurance | Banking | Generosity Thrivent and its financial professionals do not provide legal , accounting or tax advice . Consult your attorney or tax professional Thrivent is the marketing name for Thrivent Financial for Lutherans . Insurance products issued by Thrivent . Not available in all states . Securities and investment advisory services offered through Thrivent Investment Management Inc. , a registered investment adviser member FINRA and SIPC , and a subsidiary of Thrivent Licensed agentiproducer of Thrvent Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only . Thrivent.com/disclosures . 31197A 4-23