Purpose-based advice
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our financial advisors can help you move forward in life and reach your own higher purpose.
How we work together
We take a purpose-based approach. That means we view money as a tool that helps get you where you’re going. Collaboration helps us focus on what’s important to you as we:
Understand where you are today and where you want to be tomorrow.
Strategize based on your unique situation.
Implement recommendations that reflect your priorities.
Adapt to life changes and celebrate progress.
Understand where you are today and where you want to be tomorrow.
Strategize based on your unique situation.
Implement recommendations that reflect your priorities.
Adapt to life changes and celebrate progress.
A wide range of financial solutions to get you where you’re going
You can feel confident knowing the advice we provide is in your best interest. We will always focus on doing right by you.
Advice that leads to solutions
Explore products that align with your needs
Our investment options let you balance performance and purpose.
We have the right insurance offerings to help protect what matters most to you in life.
We enable you to manage, track, save and spend money to support your goals.
Thankful for all you’ve been given? We can help you give back.
Financial Planning Services
Develop financial clarity and confidence
We work closely with you to create a personalized strategy to help you achieve short- and long-term financial goals, no matter where you are on your financial journey.
Learn more
Personal trust services
Protect assets and avoid probate delays
We can help preserve your wealth for generations, manage your aging parent’s finances, distribute assets to heirs and oversee estate settlements to ensure your lasting legacy.
Learn more
Advice that leads to solutions
Explore products that align with your needs
Our investment options let you balance performance and purpose.
We have the right insurance offerings to help protect what matters most to you in life.
We enable you to manage, track, save and spend money to support your goals.
Thankful for all you’ve been given? We can help you give back.
Financial Planning Services
Develop financial clarity and confidence
We work closely with you to create a personalized strategy to help you achieve short- and long-term financial goals, no matter where you are on your financial journey.
Learn more
Personal trust services
Protect assets and avoid probate delays
We can help preserve your wealth for generations, manage your aging parent’s finances, distribute assets to heirs and oversee estate settlements to ensure your lasting legacy.
Learn more
Free learning tool
Are you just getting started or looking for a simpler way to budget? In addition to expert advice from our financial advisors, we offer a free financial coaching program called Money CanvasTM to help you take control of your day-to-day spending and find more breathing room.
Connect
Personalized financial guidance requires a personal connection. We can help.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Refer to the Thrivent Investment Management Inc. Regulation Best Interest Disclosure document for information on fees, products, services, potential conflicts of interest, and additional information. Both are available upon request from your financial advisor or professional and on thrivent.com/disclosures .
2.1