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Better money decisions start with a conversation

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It’s not just about retirement; it’s about relationships, opportunities and legacy. Can we identify what matters and align your financial resources to make it happen?

Jon Skov, Thrivent Wealth Advisor

Working with us

Our financial advisors help you prioritize goals, establish a foundation, and track progress over time.

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Values and goals
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How we can help

Explore how a Thrivent financial advisor can help you tackle common financial needs.

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Financial planning

Financial planning is personal. That’s why our conversations focus on your unique values and goals.

A financial advisor may talk to you about

  • Your values, financial needs, and goals
  • How to build a financial plan with a strong foundation

Related resources

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Budgeting & saving

Budgets are a powerful tool that help you align your everyday money decisions to your values.

A financial advisor may talk to you about

  • Managing your cash flow
  • Paying down debt
  • Saving, investing, and giving
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Retirement planning

Whether you are nearing retirement or just starting out, we offer advice and tax-efficient saving strategies to help you achieve your goals.1

A financial advisor may talk to you about

  • How you want to spend your retirement
  • Your investment risk tolerance
  • Types of investment accounts
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Investing

We start by understanding the true purpose for the money you want to invest. Then we build a strategy to help achieve your goals.

A financial advisor may talk to you about

  • Your investing goals and experience
  • Factors that impact your risk tolerance
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Getting insured

No one can predict the future, but we can help you prepare for unexpected surprises.

A financial advisor may talk to you about

  • Protecting your income from unexpected losses
  • Protecting your family’s financial future
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Generosity & giving

Giving can be an important and fulfilling aspect of your financial plan. We can provide you charitable giving expertise.

A financial advisor may talk to you about

  • Different causes that you care about
  • Tax-efficient options for charitable giving1

Making a difference

We believe in giving back to our communities and helping others do the same.

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2.4 million clients and others who volunteered and donated to community needs around the country.*

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$238 million raised and donated by Thrivent, clients, and others.*

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12.8 million volunteer hours of time and talent invested in our communities.*

Two ways to schedule your free consultation

A local financial advisor near you

Find a financial advisor in your community and start building a relationship to get you on the right path toward your goals.
By selecting “Find a Financial Advisor” you will have the opportunity to find and request contact with a Thrivent financial advisor near you. By selecting “Contact the Virtual Advice Team” you will be able to schedule a call with a financial advisor from the Virtual Advice Team.
1. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

*As of Dec. 31, 2023.