Carlisle Financial Group - Thrivent Financial

Carlisle Financial Group - Thrivent Financial At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Thrivent Financial Advisors may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big ...
05/29/2026

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off investing or felt that it's not really for you. But you and your family deserve the benefits of investing, too.

Sometimes the direction you're going matters more than how quickly you get there.​​As author and financial expert Sahil ...
05/27/2026

Sometimes the direction you're going matters more than how quickly you get there.​​

As author and financial expert Sahil Bloom pointed out in an interview with Bjorn Larson, Thrivent's Director of Financial Education, knowing what your real priorities are in life makes all the difference in your financial plan.​ When clear priorities guide your financial decisions, you can pursue your goals more efficiently.​

Watch the full interview with Sahil to unlock helpful ways to set your goals and use money as a tool for purpose and happiness: https://bit.ly/3RPjcE5

See thrivent.com/social for important disclosures.

To all who served and sacrificed for our freedom, thank you.
05/25/2026

To all who served and sacrificed for our freedom, thank you.

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small ...
05/23/2026

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

Disability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to...
05/21/2026

Disability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️

No one expects to get sick or injured. But 1 in 4 of today's 20-year-olds can expect to experience a disabling event before they reach retirement age, whether it's for a few weeks or a long-term change in their ability to work. That's why disability income insurance is more than just a…

Thrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why ...
05/15/2026

Thrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.

Moderating growth, steady inflation and ongoing global uncertainty are shaping our outlook.

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant fun...
05/13/2026

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back.

Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.

See thrivent.com/social for important disclosures.

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
05/10/2026

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are so...
05/07/2026

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

During a recent interview, Bjorn Larson, Thrivent’s Director of Financial Education, sat down with retirement experts Da...
05/05/2026

During a recent interview, Bjorn Larson, Thrivent’s Director of Financial Education, sat down with retirement experts David Blanchett and Dr. Michael Finke to answer the question: 'What's the advantage of goal-based retirement planning?'​

The answer: It allows you to do more with your money.​

Goal-based retirement planning isn't just about reaching a specific number on a screen or having a certain portfolio makeup. It's about honing in on the goals you have for retirement and tailoring your financial plan to help you meet them.​

Watch Bjorn's full conversation with David and Michael here: https://bit.ly/4dhtRQk

Address

7011 Koll Center Parkway, Suite 190
Pleasanton, CA
94566

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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