Jason Valdez - Thrivent Financial

Jason Valdez - Thrivent Financial

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We focus our attention in helping families minimize risk, accumulate wealth, and tax efficiencies.

07/09/2026

Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.​

See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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150 East Palmetto Park Road
Boca Raton, FL
33432