Thrivent Financial for Lutherans Logo
Contact Us
| Site Help | Corporate News | Become a Member 
Free Offers | Chapter Web Sites | Locate Your Financial Representative

 
HomeYour AccountsAnnuitiesInsuranceInvestmentsBankRetirementPlanning: Tools & ServicesAbout UsFraternal ProgramsMembers/ChaptersCareer Center
 Thrivent Builds | The Store | Lutherans Online | Lutheran Heritage | Church Loan Program | Thrivent Magazine | Foundations | Thrivent Financial Fitness Club

  Business Planning
  Charitable Giving
  Death Claim Information
  Education Planning
  Elder Care
  Estate Strategies
  Fee-based Financial Planning
  Life Events
  Planning Services
  Planning Tools
  Seminars
  Tax Information
  Youth and Money
  Education Center
  LOMA's Glossary of Insurance and Financial Services Terms

 

 

Planning: Tools & Services > Education Center > Keeping It Simple
Keeping It Simple
It starts with one managed account for all of your assets.


If you find yourself planning for your retirement, or if you have already retired and feel the task of managing your retirement assets is overwhelming, consider working with your Thrivent Financial representative and Thrivent Financial Bank to establish a plan to meet your retirement goals and objectives.

For instance, you’ve worked hard for many years and have done a good job of saving for your retirement by investing in a variety of investments such as stocks, bonds and mutual funds through a number of investment firms. With the services of Thrivent Financial Bank, these assets can be consolidated into one managed account. “We can turn your collection of assets into a professionally managed investment portfolio,” says Connie Posselt, trust marketing coordinator for Thrivent Financial Bank’s trust and investment services.

“Our expertise, strategies and philosophies may give you a more diversified allocation for your entire portfolio,” Posselt says. Not only will you find help with streamlining your investments, you’ll also get access to a professional investment manager who can assist you in the management and investment of your retirement dollars.

Thrivent Financial Bank accounts also offer other account options. For instance, they can pay your bills—utilities, quarterly estimated taxes or insurance premiums, etc. They can also establish a regularly scheduled disbursement into your checking account for your daily expenses and enjoyment—just like continuing to receive a paycheck.

Thrivent Financial Bank professionals work with your Thrivent Financial representative, tax advisers, accountants and attorneys to establish a strategy for your retirement. While Thrivent Financial Bank does not draft the legal documents you need to execute your estate, it can serve as your trustee, investment manager, successor trustee, guardian, personal representative or executor. And your Thrivent Financial representative will be there to help you through the process. Says Posselt, “We’re a one-stop shop to address all of your retirement financial needs.”

Case Studies Online
We’ve helped people just like you. Read all about it.

Bank and trust services offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006, a wholly owned subsidiary of Thrivent Financial for Lutherans. Trust and investment management services are not deposits, are not FDIC insured, are not insured by any federal governmental agency, are not guaranteed by Thrivent Financial Bank, and may go down in value.

 
   Page Settings
 Adjust Text Size:
A A A A
Printer Friendly

   HOME | Site Map | Site Tour | Privacy Policy | Business Continuity Information | What's New On The Web Site | Contact Us | RSS Feeds | Top of Page

Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
Dalbar Seal of Excellence

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Monday, December 13, 2004 at 12:09 PM