What it's like
working with Thrivent
1
What we do
We provide personalized financial advice and solutions tailored to help you meet your financial goals—for today and for years to come.
See our approach to financial adviceWe can help you with
- Retirement planning
- Financial planning
- Insurance
- Investments
- Estate planning
2
Genuine conversations about your goals and values
We believe financial advice always begins with listening. We offer free, no-obligation intro appointments, where your advisor will
- Get to know you on a personal level
- Understand your unique situation and goals
- Make a plan to work together
3
Putting your plan into motion
Your financial advisor will help you identify strategies to work toward your goals. If those strategies include purchasing certain Thrivent products, you’ll also get access to a secure, online account to track your progress.
If your situation changes, your financial advisor is here for you—to answer questions, adapt your plan, and keep you on track with your goals.
4
Benefits of Thrivent membership
We help our members live their best lives through programs that amplify generosity.
- Local Thrivent Member Network chapters
- Grants for community service projects
- Client-directed charitable giving
