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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
billsutilities, quarterly estimated
taxes or insurance
premiums, etc. They
can also establish a
regularly scheduled
disbursement into
your checking account
for your daily expenses
and enjoymentjust 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.
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