Thrive

About Thrive

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So far Thrive has created 4 blog entries.

Social Security Maximization

By |March 17th, 2015|

When it comes to Social Security, there are several things you should consider before you begin taking your Social Security benefit.
At Thrive Financial Services we believe it’s important for our clients to be educated on all their options and understand what makes the most sense for each individual’s personal situation. If you fall into one of […]

Generational Vault – Keeping Your Financial Information Safe and Secure

By |March 1st, 2015|

24-hour client access to their financial life
Generational Vault is a virtual “safety deposit box” for your clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to pass and store confidential financial documents, daily investment and banking values powered by third-party vendor By All Accounts as well […]

Education First: 12 Keys to a Richer Retirement

By |February 8th, 2015|

Education  First: 12 Keys to a Richer Retirement
Thrive Financial Services uses a “zero selling, informed advice” approach to empower clients to make informed investment decisions.
by DANA DOBSON

photography by JODY ROBINSON
Monthly guaranteed income for their clients is the goal for David Bezar and Bret Elam of Thrive Financial Services (TFS), an independent financial services firm based […]

Thriving in the New Year

By |January 8th, 2015|

An education-first approach enables Thrive Financial Services to help families, grow businesses and build communities
by BILL DONAHUE
photography by JODY ROBINSON

David Bezar has always had the heart and mind of an entrepreneur. Bret Elam considers himself a teacher of sorts, though the best term to describe him just might be “financial educator.” Together Bezar and Elam represent the brain […]