My father served over 20 years as a U.S. Air Force Attaché and later as a U.S. government employee. Despite his service, our family faced financial struggles. As a child, I couldn’t afford the cinnamon rolls I loved—so I bought bubble gum for 15 cents and sold each piece for a nickel until I earned enough money to buy one. That roll sparked my entrepreneurial spirit and taught me the value of resourcefulness. Watching my parents struggle and eventually divorce, I realized how much financial guidance could have changed their future. That’s what led me to become a Financial Advisor. A prospective client, Jeff, came to me after losing much of his portfolio in 2008, during the financial crisis with another advisor. I helped him to get back on track through customized planning. Though he passed before retirement, his wife, Valerie, we believe, was left with the stability he’d hoped for. At Thriving Asset Management, our mission is to help families retire abundantly and build lasting financial legacies. We provide tailored retirement and estate planning solutions designed to reduce tax burdens and create peace of mind. We’re currently accepting a select group of clients ready for a personalized approach to retirement. David Maigret CEO & Senior Portfolio Manager Thriving Asset Management 650.643.1460 499 Middlefield Road, Palo Alto david.maigret@thrivingam.com thrivingam.com Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Thriving Asset Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Thriving Asset Management and Kestra IS are not affiliated. Investor Disclosures: https://www.kestrafinancial.com/disclosures David Maigret CEO & Senior Portfolio Manager F•A•C•E•S
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